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 ...

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

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 ...

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

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

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

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

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

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

It’s called The Great Wealth Transfer — when an estimated $84 trillion is poised to move from older Americans to Gen Xers and millennials.