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 ...

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 ...

Estimates suggest that between $84 and $124 trillion in assets will be transferred from Baby Boomers (defined as those born from 1946-1964) on down by 2048, according to Cerulli Associates. And as the ...

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 ...

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 ...

The eye-popping projections for the Great Wealth Transfer make you wonder why charities aren’t going all in on planned giving. The “great” part of the transfer alludes to the size and accumulated ...

Humanitru warns that nonprofits risk missing out on a historic shift in philanthropy if they aren't adapting now to millennial giving preferences. To ensure long-term sustainability, nonprofits must ...

The statistics are sobering. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% have depleted it by the third. Despite decades of hard work building ...