The wealth transfer has started, offering opportunities and challenges for financial advisors eager to work with next-generation clients. Around $84 trillion in private wealth is expected to change ...

The Great Wealth Transfer is frequently framed as a once in a generation opportunity. The headlines focus on trillions of dollars moving from aging baby boomers to their heirs. Most firms are aware of ...

Women are projected to receive a great amount of wealth over the next two decades. But for many women of color, that promise may not be enough to fundamentally change their financial future. Roughly ...

Whether you’re early in your career or approaching retirement, here are seven essential strategies to preserve—and even ...

For decades, wealth-planning conversations often began with assumptions about who would be in the room — and who would not. That reality is shifting. As trillions of dollars move from one generation ...

A massive intergenerational handoff of wealth is already underway, but a new report suggests the real story lies in how that transition is unfolding rather than its sheer scale. According to UBS’s ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. The Great Wealth Transfer is a multi-decade hand-down of ...

It is estimated that $1.5 to $2 trillion is passed annually to younger generations. As the "Great Wealth Transfer" continues, family business owners face a distinct set of personal and sometimes ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Establish wills, trusts, and tax-efficient structures to ...

Cerulli Associates sees $105 trillion in wealth getting passed down to heirs through 2048. Women's investable assets in the U.S. are expected to nearly double by 2030, the consulting firm found. Women ...