Rochester advisors share how they’re preparing families for the $84–$124 trillion Great Wealth Transfer with strategies for legacy, tax, and values.

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

The Great Wealth Transfer will not only reshape the country’s financial landscape, but will also transform the wealth and ...

Wealth Transfer Expectations Younger consumers’ expectations of receiving an inheritance closely mirror the plans of older ...

Black Women’s Equal Pay Day falls on July 10 this year—more than halfway through 2025. That marks how long the average Black woman must work to earn what a white man made by the end of 2024. It’s a ...

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 ...

For those preparing to transfer wealth, try to balance technical planning with family considerations. Minimizing taxes and ...

September is Life Insurance Awareness Month, a time to highlight the importance of future planning. We spoke with Nikki Cannon, a financial professional with WFG, and Candice Conley, Regional VP at ...

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 ...

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