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Next-gen heirs will stick with the family advisor if these conditions are met

Published: February 23, 2023

The mass defection of millennials and Gen Xers from their parents' advisories could be overblown, new data suggests, but action is required now to keep generational assets in-house.

Source: financial-planning.com

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Sarah BlesenerGen XersXia SpradlingJenny Xia SpradlingFree Will

FreeWill Raises $30 Million in Series B to Transform Nonprofit Fundraising via Non-Cash Giving

Published: March 2, 2022

Press release content from PR Newswire. The AP news staff was not involved in its creation.

Source: apnews.com

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United StatesJenny Xia SpradlingCharlyn LuskRoger SauerhaftPatrick SchmittCrypto For CharityBain Capital Double ImpactXia SpradlingBequest ToolQualified Charitable Distributions ToolStock Gifts ToolIain WareManaging DirectorBain Capital DoubleCapital Double ImpactBain CapitalPr Newswire