Wealth Transfer, Trusts, inheritance, Prudent Person Rule, Trust Management, Investment Management, Asset Diversification, ...

Over the next few decades, the United States will witness one of the largest transfers of wealth in history, with estimates ...

It won’t come as any surprise to learn that the baby boomer generation is widely considered the wealthiest generation in ...

Millennials and Generation Xers want to transfer wealth to the next generation during ... Home prices rose by about two-fifths during the peak pandemic years, according to federal data.

This so-called "great wealth transfer" is expected to move more than ... The lion's share of that wealth was gobbled up during the pandemic. Between 2020 and Q3 2023, boomers racked up a whopping ...

“Over time, this wealth transfer could help lift families into ... “A lot of older homeowners have stayed in place because of the pandemic and rising home prices. But as these homes get ...

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital ...

Orion surveys reveal how advisors' tech investments could be a make-or-break factor for retaining millennial clients.

When the philanthropic sector refers to the Great Wealth Transfer, it usually means the transfer of family wealth from the Baby Boomer generation to their children. Vanguard recently estimated that by ...

As we remain in a hybrid environment given the ongoing pandemic, videoconferencing ... for what the media has dubbed "the great wealth transfer?" According to the Broadridge and FSI joint survey ...