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 2 pieces from research firms on estate planning.
Titles marked with an arrow open on the publisher's site. How we choose.
Estate planning
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As Advisors Move Upmarket, Tax and Estate Planning Technology Gain Momentum (opens cerulli.com)
Cerulli finds that as advisors serve wealthier clients, demand is rising for tools that support tax and estate planning. More than half of advisors, 55%, already offer trust and estate planning, and many who lack specialized estate planning software expect to adopt it within a year.
Topic: Estate planningcerulli.com
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Many Investors Expect Inheritances, Yet Few Likely to Maintain Benefactor's Advisor (opens cerulli.com)
Cerulli examines how heirs view their benefactors' advisors as more than $120 trillion is set to be inherited over the next 25 years. Most affluent investors expect or have received an inheritance, but only 27% of those expecting one would keep the managing advisor, and the share falls to 20% once the money arrives.
Topic: Estate planningcerulli.com
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.