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

October 16, 2025

•

1 min read

•

CNBC

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]

Read Original Article

Source: CNBC

Visit Source

Share this article

Twitter Facebook

Back to business news