Between 2007 and 2016, an estimated $59 trillion will transfer from 93.6 million American estates – the greatest wealth transfer in history. Research has concluded that 70% of wealth transfers fail – will you be one of the advisors families continue to trust?
Holdman, Scott, Pat Traynor and David Hunnicut. US Wealth Transfer Summary, Impact Institute, 2018. FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.
About Our Program
Janus Henderson's Wealth Transfer programs help advisors bridge the communication gap with their clients and clients' children. We feature a number of resources and presentations to help advisors with best practices, including:
- Preparing Your Practice for the Great Wealth Transfer
- King Lear, 'Tony Soprano' and the Lessons of Wealth Transfer
- Marching to a Million: Millennial Journeys to Retirement
How advisors can help clients cope with market uncertainty through behavioral finance, strategic tax planning and a review of fixed income mandates.
Insight from our wealth management experts to help clients navigate the markets and opportunities ahead.
Join our experts as they share insights on market themes, retirement and professional development. Many of our webinars offer continuing education credit.
Women and Wealth
Learn how to retain and grow your business with female clients facing difficult life transitions, such as divorce and widowhood.
CE At Your Fingertips
Many of our seminars are available through an interactive online portal. From this site, you can access, register and complete your credit at your convenience.