A recent survey by Naxtisis Investment Managers reveals that financial advisors worldwide are concerned about retaining clients and assets during the impending “Great Wealth Transfer.” This massive transfer of over $84 trillion in assets over the next two decades is seen as a significant threatby 41% of advisors. The survey, conducted among 2,700 advisors across 20 countries, found that 30% worry about retaining assets from clients’ spouses or children. While advisors report retaining 78% of relationships when spouses inherit, this drops to 58% with clients’ children. Overall, 22% of advisors …