Today, however, we have the prospect of a great wealth transfer that includes middle Australia: Baby Boomers (those born between 1946 and 1964) passing on housing and other assets to Millennial ...

The biggest wave of wealth in history is set to pass from baby boomers over the next 20 years, and it’s going to have a huge ...

With the great wealth transfer underway, asset and wealth managers must raise awareness of the key principles of investing.

The US stock market surge in 2024 added 562,000 new millionaires, with high-net-worth individuals' wealth increasing by 9.1%, according to Capgemini.

Fiona Mackay, CEO of Lightbulb Leadership Solutions, speaks with PWM about the perils of succession planning and how wealth ...

As Canada’s population ages, it’s been estimated that over $1.1 trillion in assets is on the move from baby boomers to gen X and millennials as part of “the great wealth ...

Here’s how the Great Wealth Transfer may shake up your ... The Great Wealth Transfer — when an estimated $84 trillion is poised to move from older Americans to Gen Xers and millennials.

Jennifer Findley, art advisor and founder of the JFiN Collective, explores how a new generation of collectors—many of them ...

Canada held a 2.5 per cent slice of global personal wealth in 2024, coming after France (3.3 per cent), India (3.4 per cent), ...

The report found wealth management firms are actively preparing for a new era of wealth transfer over the next two decades, with 30 per cent of HNWs expected to receive inheritance by the end of 2030.

A perfect financial storm has been lashing this generation for years, but they still have time to get their retirement back ...