Financial Services

How Wealth Firms are Failing Next-Gen Beneficiaries

According to the upcoming 2021 J.D. Power U.S. Full-Service Investor Satisfaction Study,  more than two-thirds (68%) of investors with a next-generation beneficiary have not been asked by their advisor about that beneficiary’s investment needs. This is a huge missed opportunity for the industry and firms -- both in terms of delivering value to current clients and positioning themselves to retain assets through wealth transfer. Learn more about the J.D. Power U.S. Full-Service Investor Satisfaction Study

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