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

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.

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

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

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

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

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

Elizabeth Hart, CEO and founder of Singapore-based Legacy Wealth Advisors, joins PWM deputy editor Elisa Battaglia Trovato to ...

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

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 ...

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