The largest generational wealth transfer in history is underway, with trillions of dollars set to move from baby boomers to their heirs. While the story of assets in flux has gotten a lot of attention ...

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 ...

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 ...

With great wealth comes great responsibility. Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As America stands on the cusp of the largest wealth transfer in history, with ...

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 ...

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 ...

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

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 ...

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 ...