Cash-flow needs might change because of reduced travel. A widow may downsize real estate. When widows start spending less, ...

Americans aged 45-60 are projected to inherit roughly $1.4 trillion every year, the largest short-term gain in the Great ...

What does it take to feel wealthy in 2025? A new survey breaks it down by generation—from Gen Z to boomers—and finds surprising thresholds.

Women will be among the big winners in the Great Wealth Transfer and financial advisors. Here's what advisors need to do to ...

The wealth management industry has long prided itself on the bedrock of personal relationships. For generations, the trusted ...

The UK is on the cusp of an unprecedented intergenerational wealth shift. Over the next 30 years, an estimated £7tn is ...

Members of the "forgotten generation" — now aged 45 to 60 — will receive $1.4 trillion annually over the next decade as part ...

Sluggish productivity and tax policies rigged against young people mean many are missing out on financial comfort precisely ...

Over 25% of Gen Z and Millennials expecting to receive inheritances say they won't achieve long-term financial security ...

A projected £7tn in wealth will change hands over the coming decades, with more than half of heirs being millennials and Gen ...

The financial industry is bracing for the ‘Great Wealth Transfer’—an unprecedented $84 trillion in assets expected to pass ...

Gen Z now leads all age groups regarding their intention to pass on wealth (39%) while 30% expect to receive one. Millennials ...