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 ...

Boomers are electing to keep their money until they die—putting the breaks on this $80 trillion generational wealth transfer.

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

Families in the Middle East will pass down around $1trn (AED 3.67trn) in wealth to heirs in coming years, according to a ...

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

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

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

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 ...