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

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 ...

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 ...

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

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

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

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

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 ...

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 ...

UBS Global Wealth Management on why innovation is the true differentiator Despite its 163-year history, UBS continues to push ...