The next gen: Retirement advisers adjust to changing client options, circumstances

Published 5 Min Read

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  • Key Insight: Discover how retirement advice is shifting from fund selection to holistic, ongoing financial guidance.
  • What’s at Stake: Failure to scale client outreach risks losing future inheritance-driven assets.
  • Forward Look: Prepare for Gen X inheritance surge reshaping client profiles and advisory services.

Source: Bullets generated by AI with editorial review

Bruce Shutan
Contributing writer

Bruce Shutan is an Employee Benefit News contributing writer based in Portland, Oregon.


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