Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 1 piece from central banks on estate planning.
Titles marked with an arrow open on the publisher's site. How we choose.
Estate planning
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How Much Financial Help Do People Give and Receive? Evidence from the Understanding America Survey (opens richmondfed.org)
Richmond Fed economists present new survey data on money passed between family members. Transfers are common but usually small and flow mostly from parents to adult children: 42% of respondents gave help and 21% received it, while inheritances and help with housing or education account for the largest sums.
Topic: Estate planningrichmondfed.org
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.