Over the next 20 years, $84 trillion will pass from one generation to the next. When it does, 80% of these newly minted millionaires say they'll dump their parents' trusted advisers for their own. So, we went one-on-one with 100 of America's top wealth managers. What we learned helped us create a first-of-its-kind content engine designed to help advisers boost conversions and reduce churn.
