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

The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in ...

For years, younger Americans have been told to wait for a historic inheritance that would fix what wages and housing costs ...

As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger ...

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 ...

Financial advisors who see the horizontal asset transfer as a postmortem event may miss the moment when money actually moves ...

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 ...

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

The financial advantages for younger generations stem largely from property ownership, especially during periods of low interest rates. For instance, the average household wealth for Australians aged ...

An industry executive argues that generational wealth transfer could influence crypto adoption patterns over time. Crypto mass adoption could just be a matter of time, as older, crypto-averse ...

Hong Kong’s private wealth management industry stands at a defining moment. As Asia’s most international wealth hub, the city continues to attract globally mobile capital, sophisticated entrepreneurs, ...