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.

The acquisition of Burt Wealth Advisors is expected to expand Creative Planning’s presence and increase its AUM.

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

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

The “Great Wealth Transfer” isn’t just about older Americans leaving their wealth to their kids, either. About $18 trillion ...

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.

New research revealed what women expect from digital banking and how institutions can win their long-term loyalty.

As Asia undergoes a historic transition in wealth management, Prudential is helping families preserve heritage through ...

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent Escalent report. Nearly 95% of affluent investors either ...

Technology makes estate planning scalable for advisors, boosting client retention and capturing next-generation wealth ...

Wealth today moves faster than the industry built to serve it. Inflection Capital Management was founded to bring families the institutional framework shaped from decades of working alongside ...