Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Financial Planning

Advisers shoulder massive wealth transfer

Financial advisers shoulder much of the responsibility in helping facilitate the massive intergenerational wealth transfer that has blown out to nearly $5 trillion, according to new estimates, as recipients are largely financial illiterate and ill-prepared in managing their inheritance.

Upgrade your subscription to access this article

And gain access to:
  • All archived news content
  • Access to the Financial Standard app
  • Home page news customisation
  • Financial Standard 's fortnightly newspaper
  • 25% discount on tickets to networking events
And more
Already A Subscriber?

Read more: Productivity CommissionAndrew InwoodBrendon VadeCentaur Financial ServicesCoreData ResearchEmma SakellarisForesters FinancialHugh RobertsonJohn WardKoda CapitalLorica PartnersPaul HeathRobin DunbarSIAAVanguard