Opportunities in the coming year


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Over the next decade, baby boomers are expected to transfer trillions of dollars to the next generation, providing significant opportunities for advisors to expand client relationships.

This potential for growth, along with a more predictable market, is fueling optimism among advisors. Natalie Wolfsen, CEO of Orion, shares insights on the new opportunities for advisors in today's market and the challenges that continue.



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