Surveys: The Great Wealth Transfer Will Bring Client Defections for Many Advisors

Published on September 4, 2025

New studies by The Harris Poll and Cerulli find that nearly half of potential heirs plan to leave their benefactor’s financial advisor.

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6 Reasons Retirement Investors Shouldn't Sleep on Commodities: Blanchett

September 4, 2025
Stocks and bonds may do the heavy lifting, but research shows commodities can also play a key role.      Related StoriesWhen You Hear 'I Already Have a Broker'7 U.S. Metros Where a Luxury Home Costs Less Than $1 Million7 Facts Americans Get Wrong About Social Security

AdvizorPro: Private Equity Making Moves Into RIA Middle Market

September 4, 2025
According to an analysis of SEC data, the number of PE-owned RIAs with managed assets below $1 billion grew over 30% in the past year, while the total number of PE-backed firms grew by 16%.