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

Report highlights the generational wealth wave forcing a new playbook for luxury real estate advice dubbed ‘nest investing’ ...

Discover the essentials of family wealth transfer planning, including strategies, tax considerations, philanthropy, and family dynamics. Start planning now.

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent Escalent report. Nearly 95% of affluent investors either ...

Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money ...

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

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

For all the talk of innovation in wealth management, the industry’s foundational architecture has changed very little in the last two decades. Wealth management remains a business rooted in human ...

Experts warn families can no longer afford to delay As families face the largest wealth transfer in history, succession ...

Between now and 2048, older households are projected to transfer $123.7 trillion to heirs, representing a huge opportunity for the advisory, investment and retirement industries as strategies and ...

As we elapse the quadricentennial of the 21 st century and enter 2026, what is being called the “Great Wealth Transfer” is well underway. The Baby Boomer generation is noted for post-war perseverance, ...

The start of a new year often ushers in a desire to reevaluate goals, reflect on life changes, and set expectations for the ...