Financial advisors are very likely to lose investable assets when their clients while alive or at death transfer monies to inheritors. In a survey of 144 heirs who inherited a minimum of U.S. $2 ...

A considerable potential advantage of these funds is what the wealthy inheritors bring to the table. “The aim for most of these investors is to not only invest in promising start-ups and mid ...

A recent study of inheritors found many who were introduced early on to their family's advisor went on to work with that advisor. The Nuveen Wealth Inheritor Research Study also offered some ...