The landscape of wealth management is undergoing an enormous transformation, driven by the “great wealth transfer.” This shift, involving the transfer of trillions of dollars from baby boomers to ...

To ensure the orderly transfer of your assets to the next generation, comprehensive estate planning is essential, especially if you have offshore assets. We tackle some of the most frequently asked ...

Broadcast Retirement Network's Jeffrey Snyder discusses how to plan for the great wealth transfer with Hamilton Capital ...

Jaime Magyera, BlackRock Managing Director and Head of US Wealth Advisory and Head of Retirement, joins Bloomberg ...

Cerulli Associates anticipates that $124 trillion in wealth will transfer through 2048. The company notes that as the number of wealth transfers accelerates, it is important for wealth managers, asset ...

As £5.5tn shifts between generations, families with global ties face unique challenges in managing inheritance.

Over the next two decades, America will witness the largest wealth transfer in its history. According to a report from Cerulli Associates, an estimated $84 trillion is expected to be passed down from ...

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent Escalent report. Nearly 95% of affluent investors either ...

For all the talk about the ‘Great Wealth Transfer’ going on between the Baby Boomers and their heirs, advisors say there’s a concurrent, yet far less recognized, movement of generational money taking ...

We are entering a pivotal era of unprecedented wealth transfer across the country. But while the scale may be national, the experience is deeply personal because every family dynamic is unique. When ...

The unprecedented shift in wealth that is taking place over the next two decades is far more than simply a transaction between accounts; it will be transformational for families across the US. With ...

The "great wealth transfer" is underway, and it could be one of the biggest drivers of crypto adoption in history, crypto friendly Xapo Bank said in a report Wednesday. Over the next decade, trillions ...