On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing ...

Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...

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This week on The Alpha Wealth Hour, Tom Fortino dives into the tax discussions you should be having now that the year is ...

Cerulli Associates anticipates that $124 trillion in wealth will transfer through 2048. The company notes that as the number of wealth transfers accelerates, it is important for wealth managers, asset ...

Gen X and millennials set to inherit historic amount of wealth over the next decade - ‘The next generations are inheriting a ...

The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...

A new wave of billionaires acquired more wealth through inheritance than entrepreneurship during the last year as a "great wealth transfer" picks up steam, a new report by UBS found. "After the surge ...

Gen X and millennials emerge as biggest beneficiaries of the ‘Great Wealth Transfer’ as baby boomers pass on money, property ...

The much-hyped Great Wealth Transfer, in which as much as $124 trillion in baby-boomer wealth is predicted to move on to younger generations, has captivated Gen X, Millennials, and Gen Z. But Tim ...

Racquel Oden of HSBC sits down with American Banker Editor-in-Chief Chana Schoenberger to talk about what she would tell her younger self, why Wall Street careers should be considered purpose-driven, ...