How to get the great wealth transfer right

The finance industry doesn't want to talk to younger Australians about money. The looming handover of wealth is the $3.5 trillion reason you should.

Aleks VickovichWealth editor

Dec 27, 2019 – 12.00am

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When US bank robber Willie Sutton was asked why he had taken to his particular brand of crime, he responded quite logically: "Because that's where the money is."

Influential American investment adviser and blogger Michael Kitces says the global finance industry is guilty of the same narrow focus.

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Aleks VickovichWealth editorAleks Vickovich leads the Financial Review's coverage of wealth management, specialising in the business and regulation of investment markets, financial advice and superannuation.