With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital ...

By fostering open dialogue, planning for the long term and empowering the next generation, families can ensure that their ...

Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex ...

Boomers are holding on to their homes and assets for as long as they can, rather than hand them down as inheritance to their children, according to a new report.

Generational wealth will play an increasing role as the great generational wealth transfer (from Baby Boomers to Millennials) ...

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why ...

If you’re a millennial or a Gen Xer, you’ve likely heard a lot about the looming “Great Wealth Transfer.” Baby boomers have ...

Donors are expected to give $2.5 billion in cryptocurrency in 2025, surpassing the $1 billion total donated in 2024.  That’s according to a new report published by The Giving Block, a US based ...

After years in the doldrums, the luxury sector seems to be showing green shoots—Bank of America has found wealthy Gen Xers ...

It’s worth noting that many of the tactics you used to build a thriving business can directly apply to preserving your legacy as well.

Growth prospects drive interest for PE firms. In 2025, we’re likely to see more selectivity, with strategic buyers ...