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PREVIOUS POSTSHow Much Cash Are Your Clients Really Holding? The...Heirs take money and run - from financial advisers Don't die in New Jersey The 147 Companies That Control Everything Top 9 reasons HNW clients use advisers Monthly fees won't fly, so banks piling into crowd... Adviser's YouTube video attracts $1M client Keynote Speech By Mr Ng Nam Sin, Assistant Managin... Rinehart loses fight to keep family feud over mult... TTR: Life insurance premiums too high |
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Thursday, November 24, 2011Nagging ‘NextGen’ Problem: Protecting the InheritanceThat nagging “NextGen” problem just won’t go away.In addition to wealth managers’ concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won’t even be able to hold on to their inheritance in the first place. Read more... posted by Charles Monat Associates at 10:35 AM ![]() 0 Comments:« Home |
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