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The Great Wealth Transfer

With $124tn of assets expected to change hands over the next two decades, new trends are emerging, with opportunities for both investors and advisers

Taking cash off the sidelines

Building diversified portfolios for long-term wealth

The Great Wealth Transfer Taking Cash Off the Sidelines

VIDEO

9 MINUTES / VIDEO

Idle cash: the psychology of investing

Inactivity in the market and a fear of decision-making costs the average investor 3 per cent every year. Can the key to understanding the market come from understanding our own psychology?

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INFOGRAPHIC

3 MINUTES / INFOGRAPHIC

Indecision makes you poorer

Cash vs bonds & equities - which is safest long-term?

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ARTICLE

3 MINUTES / ARTICLE

Equities are the ultimate long game

When the US business school NYU Stern looked at the performance of equities from 1928 to 2023 it calculated that $100 invested in the S&P 500 during that time would have grown to $787,018 by 2023 with dividends reinvested.

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ARTICLE

3 MINUTES / ARTICLE

There is a bond for every desired investment outcome

Bonds have long been thought of as a bit dull — there to generate some income and reduce overall portfolio volatility while equities do the heavy lifting of capital growth. But that is only part of the story.

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ANIMATED ARTICLE

3 MINUTES / ANIMATED ARTICLE

A resilient portfolio is built on bonds

Traditionally, the ideal investment portfolio was split, with a typical 60 per cent in equities for capital appreciation and 40 per cent in bonds for capital preservation and to mitigate the higher risk and volatility of shares.

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ANIMATED ARTICLE

4 MINUTES / ANIMATED ARTICLE

Avoiding the cash trap

Cash is seen by most investors as the safest asset. But for high-net-worth investors, having too much cash in a portfolio can stop them from generating long-term wealth.

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ARTICLE

3 MINUTES / ARTICLE

Sitting on cash could cost high net worth investors dearly

High net worth investors who hold a large percentage of their savings in cash or money market funds risk missing out on the potential for sizable gains in bond markets.

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01

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Lack of holistic advice drives inheritors to regret

A $100tn wealth transfer is underway, but poor communication and guidance leave many inheritors with disappointment. How can financial advisers help bridge the gap?

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02

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Boomers to Zoomers:
Engaging the next generation of wealth

As trillions shift to younger generations, advisers must evolve to provide Millennials and Gen Z with tailored advice, tech-savvy tools and values-based financial planning

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