The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets ...

Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

Over the next 25 years, nearly $124 trillion will change hands, and my two sons, both Gen Z, remind me daily that methods of ...

By 2048, women will control $124 trillion of the market. Brands that invest in real representation of women and personalized connection can outperform competitors.

The so-called “Great Wealth Transfer” is underway. This seismic financial shift involves the oldest Americans — mostly Baby Boomers born between the mid-1940s and mid-1960s — who have collectively ...

"I know people who collect dinosaur skeletons," says Citi's Hannes Hofmann. "I'm not sure whether they're ready anytime soon to lend against that market." ...

Experts share strategies for managing the $84 trillion wealth transfer from baby boomers, including tax planning, trusts, and business succession tips.

JP Morgan reveals how women across generations are spending and investing inherited wealth from the Great Wealth Transfer.

Being a family business owner means you’re not just building for today, but also for your heir’s future. You’ve invested time, capital, and heart. But here’s the big question: Is your succession plan ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

Less than a third of Gen Z (29%) and Millennials (32%) say they are good at setting up a long-term financial plan and sticking to it. This presents unique challenges for retirement planning, which the ...

A huge wealth shift is underway as trillions move from older generations to younger ones, with women now inheriting more ...