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That consumers are influenced heavily by well known, trusted brands comes as no great surprise. What does, though, is that they rate life insurance as the least most important tool in ensuring financial security.
Opportunity next: Capturing the great generational wealth transfer
Given the opportunity set in front of advisers during the next transfer of generational wealth, now may be the time to reassess the role of responsible investing and the importance of being an ethical steward for capital.
With $3.5 trillion in wealth anticipated to change hands between Baby Boomers and a new generation of investors over the next two decades, 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.
