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 ...

When clients die, their children are often left with the uncomfortable job of dealing with what they may see as just junk.

A massive wealth shift is happening as trillions pass from older generations to younger ones — and women are inheriting more ...

According to Forbes, women are set to inherit 70 percent of approximately $124 trillion in what is being termed “the great ...

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

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

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

Beyond the tax implications, you need to make a smart plan for how to make the money last. An often cited statistic from a 20 ...

The path to a fully digital banking future is paved by AI and the key to success lies in building trust among customers and ...

When it comes to baby boomers in retirement and their finances, we often hear about what they're doing wrong. They're ...