A few years ago, one of our earliest editions of our newsletter The Weekend Tea discussed the "Great Wealth Transfer"—a ...

This is not a minor preference tweak. It’s a rewiring of your financial relationship with them. Advisors who think they can win the Great Wealth Transfer without adapting to these new priorities are ...

For all the talk of innovation in wealth management, the industry’s foundational architecture has changed very little in the last two decades. Wealth management remains a business rooted in human ...

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 ...

Estate planning readiness varies across generations and genders. Generation X shows lower levels of estate planning preparedness than Millennials across nearly all areas, and men report higher levels ...

As the $90 trillion intergenerational wealth transfer gains momentum over the next 20 years, new data reveals affluent investors are largely unprepared. A staggering 95% of affluent investors either ...

Beth Lawlor, president of U.S. Bank Private and Affluent Wealth Management, is sharply focused on adapting wealth management strategies to address the specific needs of female clients in the face of ...

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 ...

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 ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. As a successful business owner, your business is likely your greatest financial asset—one ...

Every charity seems to have a story about the bequest that fell into their lap. But as competition ramps up for a share of the Great Wealth Transfer, those unanticipated legacy gifts will be harder to ...