Skip to main content

australian ethical x coredata


Opportunity next

Capturing the great generational wealth transfer

Intergen_Hero-720x604-1699945285523.png



With $3.5 trillion in wealth anticipated to change hands between Baby Boomers and a new generation of investors over the next two decades1, Australian Ethical and CoreData have partnered to deliver a new research report highlighting the role financial advisers will play in shaping the course of this generational wealth transfer and the advantages they stand to gain by embracing responsible investing as part of their advice proposition.

Report insights

Client retention
Client retention

Savvy advisers are initiating wealth transfer conversations to retain clients

The needs of next-gen clients
The needs of next-gen clients

How Gen X and Millennials invest won’t resemble the ways of their parents

Tapping into RI
Tapping into RI

Client satisfaction increases when responsible investing is part of advisers’ value proposition

How advisers are addressing the opportunity

Initiating family conversations
Initiating family conversations
Engaging clients now
Engaging clients now
Further education and learning
Further education and learning
Quantifying the opportunity in my business
Quantifying the opportunity in my business
Developing a proposition for the segment
Developing a proposition for the segment
No current plan
No current plan

Get the full scoop

‘Opportunity next’ uncovers:

  • How savvy advisers are leaning into this opportunity to protect the future value of their practices.
  • The responsible investment needs and expectations of a new generation of prospective clients who will inherit this wealth.
  • Steps you can take to address wealth transfer opportunities in your practice.
Intergen_5050-Screenshots-1700714679246.png

Download the report

Download the report now

Productivity Commission 2021, Wealth transfers and their economic effects, Research paper, Canberra; pc.gov.au/research/completed/wealth-transfers 

Unless stated otherwise, this information is based on research designed and produced by CoreData Research (CoreData) in collaboration with Australian Ethical Investment Ltd. The survey was conducted from 29 of September 2023 to 19 of October 2023 and responses were gathered via an online quantitative survey. Overall, n = 300 completes were captured in the survey. The survey covered topics such as advisers' perceptions of intergenerational wealth transfer and their approaches to addressing it in their practices, and the growing demand for responsible investing products among both advisers and their clients. Information from CoreData’s syndicated studies, the Adviser Pulse Check and Investor Sentiment Index, were also used in this paper to provide further background and context.

Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan