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Home Market Research Markets

Why Young Heirs Are Ditching Their Parents’ Financial Advisors

by TheAdviserMagazine
8 months ago
in Markets
Reading Time: 1 min read
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Why Young Heirs Are Ditching Their Parents’ Financial Advisors
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The financial world’s changing of the guard isn’t just happening in corner offices, it’s happening inside wealth management firms, where younger inheritors are showing longtime family advisors the door. New research from Capgemini’s World Wealth Report reveals that 81% of millennials and Gen Zers expecting significant inheritances plan to replace their parents’ financial advisors.



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