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The Great
Wealth Transfer

Turning inheritance into decisions, conviction and action

Legacy and Impact of Inheritance

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

Navigating Inheritance with Conviction Legacy and Impact of Inheritance

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

/ 01

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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03

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The Psychology of Succession

Families and advisers need to bridge emotional gaps, while adapting to the changing needs of a growing cohort of younger inheritors

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04

/ 04

How to empower women inheritors to invest

As women inherit more wealth, many lack the confidence to invest. Advisors must offer tailored, trusted support to help them take control

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05

/ 05

The age of the female investor

The Great Wealth Transfer is set to shift financial power significantly towards women, reshaping expectations around advice, planning and the client-adviser relationship

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06

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How will the Great Wealth Transfer reshape financial planning?

Shifts in values and demographics are reshaping inheritance. As alternative sources of advice become the norm, financial advisers have a renewed opportunity to help families secure their legacies

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01

/ 01

Inheritance under pressure: why purpose matters from the start

High-net-worth inheritors often have to act before they feel ready. New research explores how advisers can help align urgent decisions with longer-term purpose

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02

/ 02

How AI is changing what women want from wealth advice

Women inheritors are increasingly combining professional advice with guidance from digital platforms and AI

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03

/ 03

What builds investment conviction after inheritance?

Inheritance can test even experienced investors. The right support can help inheritors develop the confidence and conviction to act

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