{"id":583752,"date":"2026-04-14T14:11:10","date_gmt":"2026-04-14T14:11:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/583752\/"},"modified":"2026-04-14T14:11:10","modified_gmt":"2026-04-14T14:11:10","slug":"third-of-advisers-have-lost-substantial-assets-in-great-wealth-transfer-research","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/583752\/","title":{"rendered":"Third of advisers have lost &#8216;substantial&#8217; assets in great wealth transfer \u2013 research"},"content":{"rendered":"<p>The report \u2013 surveying 2,700 advisers in 20 countries \u2013 found 46% of advisers believed the great wealth transfer poses an existential threat to their business.<br \/>\n Baby boomers (aged 62-80) were the most likely to have already moved, or plan to move, assets to a new adviser, with 66% stating this, whereas younger investors were more likely to stay the course, the research showed.<br \/>\n Of the Gen X (age 46-61) investors surveyed, 48% said they planned to keep their assets in the same place. Meanwhile 50% of millennials (aged 30-45) were equally as likely to move their assets.<br \/>\n Men were also s&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"The report \u2013 surveying 2,700 advisers in 20 countries \u2013 found 46% of advisers believed the great wealth&hellip;\n","protected":false},"author":2,"featured_media":583753,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[19603,28,6067,154072,6069,147,530,6580],"class_list":["post-583752","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-baby-boomers","tag-business","tag-gen-x","tag-ifas","tag-millennials","tag-personal-finance","tag-personalfinance","tag-wealth-transfer"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/583752","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=583752"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/583752\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/583753"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=583752"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=583752"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=583752"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}