Worried About Wealth Transfer? It’s Time for the Human Touch

By Laura McCarron via Iris.xyz When my husband and I got engaged a few years ago, we were both well into our careers, and we each had our own financial advisor. It wasn't surprising that both advisors reached out to us, but their approaches were as different as night and day. I stumbled on the letter from… Click to read more at ETFtrends.com.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This article was provided by our partner Tom Lydon of etftrends.com.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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