Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex ...

Generational wealth will play an increasing role as the great generational wealth transfer (from Baby Boomers to Millennials) ...

The post Boomers Are Refusing To Give Their $84 Trillion in Real Estate and Wealth to Their Children appeared first on Real ...

Orion surveys reveal how advisors' tech investments could be a make-or-break factor for retaining millennial clients.

Internal Revenue Service recently issued final regulations (final regs) imposing a tax on U.S. citizens, residents and ...

Pierre teaches that estate planning is more than just deciding who gets what. Anyone can do that on the back of a napkin.

This means that, by 2030, this horizontal wealth transfer will likely have reshaped wealth management in the country — a ...

The Wyoming Community Foundation this week announced the release of the "Wyoming Transfer of Wealth Report," which predicts an estimated $24 billion will transfer between generations in Wyoming ...

The notion of a 100-year life is no longer speculative. Advances in medical science, wellness innovations, and lifestyle ...

With $85 trillion set to transfer to the next generation in the coming two decades, this impending wealth transition (or loss ...