B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Recent
70%
70% -- customer churn rate for heirs receiving inheritance (wealth management) (2025)
Roughly 70% of heirs are likely to switch financial advisors after receiving an inheritance.
- Estimated / approximate ('roughly')
- Measures stated likelihood to switch rather than realized historical churn
Attribution:
View source
Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
70%
Unit
Percentage
Data Vintage
2025
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
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
35
Freshness
95
Source
fiat.vc
Primary
Tier C
https://www.fiat.vc/post/the-great-wealth-transfer ↗
Source Article
The Great Wealth Transfer
The Great Wealth Transfer
Fintech’s Next Frontier in a $84 Trillion Shift
The world is witnessing an unprecedented generational wealth migration: an estimated $84 trillion will move from aging Baby Boomers to Gen X, Millennials, and Gen Z by 2045. This Great Wealth Transfer marks one of the largest …
Original Research
fiat.vc
· Original study ↗
Methodology
Industry estimate cited in VC publication; original survey not named
Methodology documented
Segmentation
Industrysaas
Cite this stat
Plain Text
heirs receiving inheritance (wealth management): 70% customer churn rate. Source: fiat.vc (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/heirs-switch-financial-advisors-inheritance
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<blockquote cite="https://lighthousedata.io/data/heirs-switch-financial-advisors-inheritance" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>70%</strong> -- customer churn rate for heirs receiving inheritance (wealth management)<br><small>Source: fiat.vc (2025) · <a href="https://lighthousedata.io/data/heirs-switch-financial-advisors-inheritance" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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