Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging ...

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

The landscape of wealth management is undergoing an enormous transformation, driven by the “great wealth transfer.” This shift, involving the transfer of trillions of dollars from baby boomers to ...

Between now and 2048, older households are projected to transfer $123.7 trillion to heirs, representing a huge opportunity for the advisory, investment and retirement industries as strategies and ...

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 ...

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 ...

For all the talk about the ‘Great Wealth Transfer’ going on between the Baby Boomers and their heirs, advisors say there’s a concurrent, yet far less recognized, movement of generational money taking ...

More than $100 trillion in household wealth is expected to be passed down as part of the Great Wealth Transfer, the largest in U.S. history, according to a new report. With personal wealth doubling ...

More than $80 trillion over 20 years-that's the scale of the coming wave of wealth expected to trickle down to younger Americans over the next two decades. Dubbed the Great Wealth Transfer, the shift ...

The great wealth transfer may still unfold at scale. But advisors who prepare for a world where wealth flow is flexible, ...