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

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

Quality relationships continue to be essential for driving assets in the wealth management space, according to Cerulli ...

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

As a $90 trillion Great Wealth Transfer looms, more Americans say they are preparing to leave a financial legacy, yet fewer expect to receive one themselves.

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

Higher priorities are travel and spending time with loved ones, with even those on the highest household incomes shunning ...

Plenty of boomers say they are open to passing down an early inheritance, but financial planners say their adult kids don't ...

A landscape that includes economic volatility, generational movement and new technology is changing the rules of engagement ...

The Founders would be horrified by these developments because they believed great wealth in politics would corrupt and ...