Great Wealth Transfer

'The role of the financial adviser is evolving'

‘It will help advisers become ready’

Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.

43% expressed concerns about retaining assets from clients’ spouses and heirs

‘It is crucial advisers are equipped with relevant and accurate information’

Only a third of advisers have a plan in place for the Great Wealth Transfer