Over the next few decades, the United States will witness one of the largest transfers of wealth in history, with estimates suggesting that over $72 trillion will change hands ...

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital ...

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why ...

Yet rich parents often want to give more. Here are the (sometimes barely legal) ways they get it done. A trust distributes ...

In the course of the next 20 years, an astounding $84 trillion is expected to change hands as older Americans pass assets on ...

With $46 trillion set to land in millennial heirs' hands, high-net-worth advisors must keep education and purpose in mind as ...

In recent years, around 12,000 boomers have turned ... and plan their estates. But the Great Wealth Transfer - in which baby boomers are expected to hand over billions of dollars to their ...

As such, family offices have become an economic force, remaking how the wealth management industry operates and transforming ...

And they don't want it. Their rejection of the money they're entitled to stems from the deeply held beliefs of many Gen Zers ...

Australia is on the cusp of an unprecedented intergenerational wealth transfer, with an estimated $3.5 trillion expected to pass from Baby Boomers to younger generations over the next two decades This ...

Strategic planning is not a one-time activity but an ongoing commitment to methodically aligning an RIA’s goals with its core values and purpose. Creating a single-page snapshot of five-year, one-year ...