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Monday, October 5, 2026The Morning Brief →Sign in
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Moss Adams

In PWD coverage since August 14, 2026 · 4 stories
PWD coverage
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The 4% withdrawal drain is eating the inheritance

Two retirement-industry warnings put the 4% withdrawal drain at the center of the Great Wealth Transfer.
practice · Aug 30Boomers spend the inheritance, advisors feel the drain
Deals & PE · Aug 19The advisory industry is rewriting the 40/40/20 rule
RIA · Aug 14RIAs lose 2%-5% of AUM yearly to client withdrawals: Cerulli
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