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Few heirs keep their parents' wealth advisors, Cerulli study finds

Few heirs keep their parents' wealth advisors, Cerulli study finds
business10/16/2025

Almost half of wealthy givers say their heirs don't have a relationship with their advisors, according to a new survey.

A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Over the next 25 years, more than $... [3110 chars]