Baby boomers have the most wealth among four recorded generations, but less wealth isn't necessarily an indication of ...

America’s richest generation is only getting more wealthy. Boomers have accumulated a collective net worth of $82 trillion—more than double that of Gen X.

The $124 trillion Great Wealth Transfer poses a major challenge for financial services beyond managing the assets themselves. Thrivent’s Terry Rasmussen argues that wealth may transfer from one ...

New research from BNY wealth shows that ultra-high-net-worth Texans are passing down wealth and talking with their kids about ...

Cerulli Associates has estimated that older generations will leave over $100 trillion to heirs in the coming decades. A new study from Visa, however, says boomers will only leave $36 trillion. There ...

The world is witnessing the rise of a new tribe: the next generation of wealth owners. Just as every tribe has a distinct code, this group, too, is defined by unique traits, ideologies, and rituals.

Generation X is about to inherit a fortune – and about to blow the opportunity of a lifetime - IN FOCUS: The biggest intergenerational wealth transfer in history is already underway, but despite ...

Why advisors who treat intergenerational planning as ongoing will be the ones who endure The “great wealth transfer” is often described as a once-in-a-generation moment for advisors. In my experience, ...

"Shirtsleeves to shirtsleeves in three generations" is a common phrase that describes the unwanted outcome of transitioning hard-earned wealth to the next generation. It turns out that this unwanted ...

Modern generations are focused on building wealth differently, often through entrepreneurship, digital assets and global ...

Editor’s Note: This is an excerpt from Wealth Management With a Difference: Your Guide to Achieving Client, Generational and Business Success. Demographic trends continue to shape wealth across the ...

Building wealth is a lifelong endeavor, but it can look different at different stages. Here are the investment strategies of the four generations currently in the workforce and how they are building ...