Addepar, a global enabler of wealth management technology, is addressing these challenges with significant updates to its ...

They are contributing to their 401(k)s much earlier than millennials did, reports show, and young women in particular are ...

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

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 ...

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), ...

A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of ...

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 ...

Baby Boomers (those born between 1946-1964, or aged 61-79 in 2025) stand out as the wealthiest generation in history. Born ...

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.

Lauren Kaufmann, an assistant professor of business administration at the University of Virginia's Darden School of Business, and Helet Botha of the University of Michigan-Dearborn, explore whether "i ...

Over the next two decades, $84 trillion will pass from Baby Boomers to Millennials and Generation X in what many call the Great Wealth Transfer – the largest generational shift of assets in history.

Dubbed the Great Wealth Transfer, the shift of assets from older generations to millennials and Generation Z may profoundly reshape financial influence and spending priorities in America.