B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
90%
90% -- share of heirs changing financial advisers for financial advice clients (heirs) (2026)
Deloitte research found that 90% of heirs change financial advisers after receiving an inheritance.
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Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
90%
Unit
Percentage
Data Vintage
2026
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
75
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Deloitte
Primary
Tier B
https://seccl.tech/blog/generational-wealth-what-do-changing-expectations-mean-for-investments-and-a… ↗
Source Article
Generational wealth: what do changing expectations mean for investments and advice? - Seccl.tech
Generational difference isn’t a new story – every generation thinks differently about money, and it’s easy to slip into well-worn stereotypes. But behind the clichés, something more meaningful is happening.
Millennials and Gen Z – the next generation of earners, savers and investors – are coming of …
Original Research
Deloitte
· Original study ↗
Methodology
Deloitte research cited by Seccl
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
financial advice clients (heirs): 90% share of heirs changing financial advisers. Source: Deloitte (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/heirs-change-financial-advisers-90
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<blockquote cite="https://lighthousedata.io/data/heirs-change-financial-advisers-90" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>90%</strong> -- share of heirs changing financial advisers for financial advice clients (heirs)<br><small>Source: Deloitte (2026) · <a href="https://lighthousedata.io/data/heirs-change-financial-advisers-90" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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