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

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 ...

As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...

U.S. workers were asked: "To the best of your knowledge, will you ever be debt-free in your lifetime?" The responses elicited ...

Swiss Re data shows that life insurance penetration in mature markets has fallen from 5.4% in 2007 to 3.6% in 2023 ...

Now, in its “cosmopolitan era,” Las Vegas’ latest evolution has been fueled by a confluence of factors: Nevada’s favorable tax structure, a burgeoning arts, culture and ...

A major point to consider here is that of the Great Wealth Transfer. This is the passing down of wealth from the baby boomer generation to younger generations. It’s projected to total $84 ...