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August 05, 2025 11:00 ET | Source: Escalent, Inc.

Nearly One Third of Affluent Investors Are Not Prepared With Wealth Transfer Plans, Risking Wealth Loss

LIVONIA, Mich., Aug. 05, 2025 (GLOBE NEWSWIRE) -- As financial institutions prepare for the $90 trillion intergenerational wealth transfer set to take place over the next two decades, an untapped...