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Thursday, August 27, 2026The Morning Brief →Sign in
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RFI Global

In PWD coverage since August 27, 2026 · 1 story
PWD coverage
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Trust decides who stays when 13% of widows leave

The old 70% widow-turnover rule has given way to a 13% departure rate, and the advisor who asks personal questions in the calm years is the one who keeps the account.
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