That wealth found its way into housing and super, and in the fullness of time will also find its way to the Boomers’ progeny. The great wealth transfer has been talked about for years.

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

With the great wealth transfer underway, asset and wealth managers must raise awareness of the key principles of investing.

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 ...

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), ...

The great wealth transfer will disproportionately benefit American women, but it won’t solve gender inequality on its own. By Ian Prasad Philbrick Globe Staff,Updated June 12, 2025, 6:21 a.m.

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

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

American women are poised to inherit $30 trillion in wealth in the next 10 years in what experts are calling the Great Wealth Transfer, already in progress. Much of this money will be passed ...

Advisors play a key role in helping clients execute strategic ways to transfer wealth and ensure that their clients’ financial and retirement plans aren’t compromised as they help their children.