Making Sure the ‘Great Wealth Transfer’ Doesn’t Turn Into the ‘Great Client Exodus’

Published on July 14, 2026

Over the next 20 years, the industry’s great wealth transfer is expected to put more than $84 trillion in the hands of new family members and other beneficiaries as Baby Boomers increasingly enter their 80s. This large migration of assets could also signal a great client exodus for advisors, if they aren’t able to connect with the new stewards of this wealth.

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