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

The Great Wealth Transfer will see trillions of dollars transferred from baby boomers to younger generations over a 20-year ...

Today, however, we have the prospect of a great wealth transfer that includes middle Australia: Baby Boomers (those born between 1946 and 1964) passing on housing and other assets to Millennial ...

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 ...

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

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.

Fiona Mackay, CEO of Lightbulb Leadership Solutions, speaks with PWM about the perils of succession planning and how wealth ...

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 ...

The US added 562,000 new millionaires in 2024 amid a booming stock market. The S&P 500 and Nasdaq soared, with Nvidia alone driving 22% of the S&P's gains. Generational wealth transfer looms as ...

Here’s how the Great Wealth Transfer may shake up your ... The Great Wealth Transfer — when an estimated $84 trillion is poised to move from older Americans to Gen Xers and millennials.

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), ...

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