Less than a third of mutual fund companies are providing financial advisers with useful wealth transfer tools and education--thereby causing both to miss out on a potentially huge market due to the transfer of much of the nation's retirement wealth from pension plans into defined contribution plans.

This is according to the findings of a new study by Corporate Insight that analyzed the wealth transfer capabilities at 16 mutual fund companies, looking for information on estate planning, beneficiaries, IRAs and legacy issues. Six had nothing on estate planning, and of the remaining 10 that did, Corporate Insight deemed the information useful at only five companies.

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