A historic shift is underway—over the next 20 years, the United States will experience the largest transfer of wealth in history.

In February, the Tulsa World is sharing a series of thoughts from Black Tulsans about the future of Tulsa and what role they ...

Firms must stay on top of their tech game to attract younger candidates and consistently invest in tools and technology to ...

ESG investments may work well on paper, but lack of reliable data can prove a major issue for families transferring wealth ...

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

Parents are slowly transferring trillions of dollars to their New York City children, one down payment and Via Carota tab at ...

"For another: Many millennials will be even more able to pay their bills and control their balances in the future than today.

With $46 trillion set to land in millennial heirs' hands, high-net-worth advisors must keep education and purpose in mind as ...

This means that, by 2030, this horizontal wealth transfer will likely have reshaped wealth management in the country — a ...

Generational wealth will play an increasing role as the great generational wealth transfer (from Baby Boomers to Millennials) ...

Technical Director Johan Lange spoke to Ben Haines at Hotspur Way on Tuesday to talk us through the January transfer window... Ben: Johan, thank you so much for sitting down with us. It’s only 12 ...