News

The great wealth transfer will disproportionately benefit American women, but it won’t solve gender inequality on its own.
Stacker analyzed wealth data and research to show how trillions of dollars could wind up in the hands of millennials in the next 20 years.
Millennials are more likely to turn to social media and “finfluencers” for investment advice when they inherit (27%) than to ...
It’s a concept that has deep roots: the idea of passing on accumulated wealth at the end of life to the next generation. In ...
A coming wave of "horizontal" wealth transfers will send more than $50 trillion to older American women, according to a recent report.
Capgemini’s Gareth Wilson joins Merryn Talks Money to discuss the great asset transfer and what it means to the future of ...
Close to $84 trillion in wealth will transfer to a younger generation of investors over the next 20 years, with as much as 30 ...
Mark Valentino, head of Business Banking at Citizens, outlines why so many small business owners delay succession planning.
New research from Unbiased shows that female financial advice seekers are 45% more likely than men to have an inheritance as ...
The Great Wealth Transfer is well under way, as baby boomers around the world retire or die, handing over their life’s work.
Research from Capital Group, one of the world’s largest and most experienced active investment managers, with approximately US$2.8 trillion1 in assets under management, indicates that high-net-worth ...