The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets ...

Boomers hold most of America’s wealth, but that won’t last forever. Find out when the shift happens and what’s driving the ...

Women live longer than men, and wealth will transfer across spouses before it moves from baby boomers to the next generation.

Unbiased recently published a report, ‘The great wealth transfer: How financial advice firms can prepare,’ detailing what ...

The great wealth transfer may still unfold at scale. But advisors who prepare for a world where wealth flow is flexible, careers evolve unpredictably, and emotional support is as valuable as tax ...

Transferring wealth across generations is a multifaceted process requiring careful planning and a deep understanding of tax implications, asset protection and family dynamics. Effective generational ...

Australia stands to benefit from a mega inheritance wave as Asia’s wealthy families prepare to transfer unprecedented ...

Planning for the great wealth transfer means financial advisors must educate unprepared generations where they are.

More than $80 trillion over 20 years—that's the scale of the coming wave of wealth expected to trickle down to younger Americans over the next two decades. Dubbed the Great Wealth Transfer, the shift ...

The U.S. alone has nearly a third (31.7%) of the world’s billionaire population, according to UBS Global Wealth Management.

As widely reported, the coming years will likely see a significant transfer of assets and wealth across generations. Each family's circumstances will ultimately determine the nature and extent of ...