Odd Lots · Sunday, July 26, 2026
Prudential Financial's research indicates that over $100 trillion is expected to be transferred to new generations in the next 25 years. However, a significant challenge for financial advisors is that only about 19% of individuals plan to retain their parents' advisor, highlighting a need for advisors to adapt their strategies.
“over one hundred trillion dollars it's estimated to be transferred to generations in the next twenty five years.”
“if you look at at people when they're asked like are you going to stick with your parents' advisor? Only about nineteen ish percent say they're going to stay with their advisor, you know, going forward.”