Like religion and politics, money is a topic most people prefer to avoid in conversation. Our latest edition of the Generations Project Survey, which focuses on high net worth investors, confirmed this point.1 Only 17% of high net worth investors talked to their kids, including adult children, about their finances. That means 83% are not […]
source https://thebtrader.com/2019/10/01/strengthening-client-conversations-around-generational-planning/?utm_source=rss&utm_medium=rss&utm_campaign=strengthening-client-conversations-around-generational-planning
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