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

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

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

Eighty-one percent of younger people who are set to inherit large wealth from their families plan to replace their parents' wealth management firms, according to a new survey from Capgemini.

For high-net-worth families, wealth often transcends mere financial capital — it becomes a legacy that spans generations. It’s important to prepare the next generation to not only preserve their ...

Over the next two decades, the role of the wealth advisor will undergo a significant transformation, and I’m not talking about artificial intelligence. I’m talking about how we advise clients and how ...

As younger generations struggle to buy their first homes, boomers are accumulating wealth and tightening their grip on assets that millennials and Gen Z need to get richer. Thanks to a perfect storm ...

Some inheritances arrive as checks in the mail. Others come with the weight of one generation’s dreams and fears. Over the next two decades, an estimated $84 trillion will change hands in the United ...

Building wealth is a lifelong endeavor, but it can look different at different stages. From Baby Boomers nearing retirement to Gen Z just entering the workforce, each cohort faces unique financial ...

Not long ago, wealth was typically built through years of corporate advancement, professional designations or leadership in family enterprises. But today’s fortunes are often created on a smartphone ...