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

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

The world minted 287 new billionaires this year—the second-highest on record—as soaring tech stocks and a massive ...

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

The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets expected to change hands over the next 25 years. While the majority of this ...

Younger adults are on the cusp of a historic windfall as older Americans begin passing on an estimated $38.3 trillion in ...

Findings show that 52% of the projected property wealth transfer will take place in the U.S. as assets shift away from baby ...

Psympl(R), 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 ...

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

As wealth passes between generations, early planning and cross-generational engagement are becoming critical to effective estate administration.

Learn the subtle signs that show you’re building generational wealth and setting up financial security for your family’s ...