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How Financial Advice Differs for HNW/UHNW Investors


Jen Hollers, SVP of High Net Worth Services, Planning and Advice at LPL Financial, explores what makes HNW/UHNW investors unique and how financial advisors can capture this audience and deliver services that fit their more complex needs, such as tax and estate planning. She also discusses how the NextGen will transform what wealth and retirement means, after the Boomers and the Great Wealth Transfer, and how advisors can connect with this important demographic.