Underwood Law reports on the $124 trillion intergenerational wealth transfer, primarily tied to real estate, highlighting potential economic effects and challenges.

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

More than half of Canadians currently lack an estate plan Top reason cited for not having an estate plan is the feeling of lack of sufficient personal wealth Just four-in-ten Canadians have made plans ...

Over half of advisers (52%) are seeing increased demand from clients for help with managing and transferring wealth across ...

Over the next 20 years, $124trn will shift hands in the largest wealth transfer in history. More than numbers, this moment ...

Bulletin: ...WINTER WEATHER ADVISORY REMAINS IN EFFECT FROM 1 AM TO 4 PM EST SATURDAY... * WHAT...Snow expected. Total snow accumulations between 2 and 4 inches ...

Advisers are increasingly focused on supporting clients with intergenerational wealth planning as client demand rises, according to the latest IFA DNA study ...

New data from Seismic shows that over half of all UK wealth managers aren’t equipped to handle the largest intergenerational wealth transfer in history The headlines blame Brexit, tax hikes, and a ...