CFA Magazine, July-August 2009

Barb Culver is quoted in jouralist Nancy Opiela’s article Closing the Generation Gap. Opiela looks at how connecting with the next generation can benefit both clients and advisors. “Statistics show that financial legacies are lost more often than not when wealth is passed on from generation to generation,” says Culver. “Advisers who serve this population have a duty to see that their clients’ families do not suffer this fate. Building intergenerational connections with families can ensure a successful transfer of values and financial resources—and that the advisory relationship endures, even after the original client passes on.”