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The poll underscores a real, near-term potential for KEY to monetize increased advisory activity and AUM through heightened client engagement, especially in estate and inheritance planning. This can lift fee-based revenue and cross-sell opportunities, though actual AUM growth depends on client adoption and retention.
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Key Wealth released the 2026 Inheritance Pulse Poll, showing windfall expectations are reshaping financial decisions among mass affluent adults. The study finds 64% adjust plans and 36% have cut retirement-related savings by $100,000 or more, signaling a potential for KEY's advisory services as households seek guidance. The results highlight a sizable opportunity to expand AUM via estate and inheritance planning, particularly for women.
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