The great wealth transfer isn’t coming – it’s already here
Advisors who wait for a wealth event to introduce themselves to the next generation are already too late.…
Billionaires have a problem money can’t solve: They don’t know how to talk to their kids
The scene lasts about 30 seconds but communicates a lifetime of ultrawealthy dysfunction. Roman Roy, desperate to impress…
This couple burned through a $171K inheritance in under a year and grew their debt. How to make sure your windfall lasts
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Inheriting a…
Third of advisers have lost ‘substantial’ assets in great wealth transfer – research
The report – surveying 2,700 advisers in 20 countries – found 46% of advisers believed the great wealth…
How the rich pass on their wealth. And how you can too
By MATT SEDENSKY, AP National Writer NEW YORK (AP) — Death and taxes may be inevitable. A big…
This couple burned through a $171K inheritance in under a year and grew their debt. How to make sure your windfall lasts
Inheriting a windfall may seem like a dream come true, but it can cause tremendous anxiety, guilt, and…
Are you ready for the great wealth transfer? Many Canadians aren’t
Just 41 per cent of Canadians have had discussions with loved ones about their end-of-life wishes and only…
Wealth management is changing. How the next generation of financial advisors can thrive.
1. Know your future clients. Millennials and Gen Xers are estimated to inherit $34 trillion, according to research…
Another economist warns about intergenerational wealth in Australia
Why are more economists talking about Australia’s intergenerational wealth challenges? Guy Debelle, a former Reserve Bank deputy governor,…
«This is the New Playbook for Wealth Succession»
Ray Ang: «This is the New Playbook for Wealth Succession» A seismic $2.5 trillion wealth transition is reshaping…