If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

Key Takeaways Women stand to inherit roughly $40 trillion from their spouses during the Great Wealth Transfer, Cerulli ...

It’s worth noting that many of the tactics you used to build a thriving business can directly apply to preserving your legacy ...

I have a lot of friends who are in their 40s with multiple kids and struggling to build up enough savings for retirement ...

Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.

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A record number of Americans turn 65 this year, and more women are set to outlive their husbands as female lifespans lengthen ...

Financially literate heirs are crucial to preserving your family's wealth, values, and legacy, writes columnist.

Asia-Pacific set for an intergenerational wealth transfer estimated at US$5.8 trillion, but HSBC report finds many families ...

“By identifying and vocalizing shared family values, financial advisors can develop flexible strategies that accommodate ...

One of the proposals President Trump is considering now that he has taken office is the establishment of a U.S. government ...

Sheena Gray, CEO of the African American Association of Financial Advisors, speaks about the group's historic 2024 and its ...