Insights
Writing about the great wealth transfer and the firms navigating it.
Weekly posts on advisor-heir relationships, retention strategy, and the future of wealth management.
Latest Posts
Thinking out loud about wealth management's biggest decade.
13 April 2026 · 6 min read
Why 70 percent of heirs leave their parents' advisor — and what the research actually says
The Cerulli Associates study is often misquoted. Here is what it actually found, and what wealth managers should do with it.
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6 April 2026 · 7 min read
The $124 trillion question: what Cerulli's latest report means for RIAs
Cerulli's 2024 report projected $124 trillion in wealth will transfer through 2048. Here is how to translate that into firm strategy.
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30 March 2026 · 5 min read
Consumer Duty and the advisor-heir gap: what firms are missing
The FCA's Consumer Duty regime has implications for how advisors engage next-generation clients. Most firms haven't caught up yet.
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The great wealth transfer is the defining challenge of the next decade.
Heritance writes about it every week.
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