InvestmentNews

Winning the Next Generation of Wealth Clients

Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share ...

Analyzing the growing role of real estate in intergenerational wealth

Underwood Law reports on the $124 trillion intergenerational wealth transfer, primarily tied to real estate, highlighting potential economic effects and challenges.

Psympl Releases Executive Whitepaper on the $124 Trillion Great Wealth Transfer, Calling Psychographics the Missing Link to Protecting and Growing AUM

Psympl®, a psychographic intelligence platform purpose-built for financial services, today released a new executive whitepaper, The $124 Trillion Great Wealth Transfer: Psychographics Are the Key to ...
Insurancenewsnet.com

Implementing best practices during the Great Wealth Transfer

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 ...

As the Great Wealth Transfer begins, most families remain unprepared

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