Bloomberg Surveillance · Monday, September 28, 2026
LPL Financial is preparing for the significant wealth transfer from baby boomers to the next generation by focusing on establishing connectivity and rapport across multiple generations. The goal is to educate and build relationships to ensure the next generation can responsibly inherit wealth.
“Yeah, I think a lot of times what you're looking for is the ability to have connectivity across multiple generations. And I think that's how advisors are looking at that, which is, can I establish and build rapport with the next generation?”
“We obviously see that that is a big macro trend, which is the transfer of wealth.”
“And so the question becomes, how do you make sure that you can prepare not just the existing generation, but the next generation to be able to responsibly inherit that wealth?”