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

Why inheritors want to seek out new advisors for America's Great Wealth Transfer ...

The 60th Heckerling Institute confirmed that the complexity of modern families and the transparency of the digital age mean ...

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This week on The Alpha Wealth Hour, Tom Fortino dives into the tax discussions you should be having now that the year is ...

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

A seismic wealth transfer is set to shake up America’s high-end housing market, according to Coldwell Banker Global Luxury.

Over the next two decades, America will witness the largest wealth transfer in its history. According to a report from Cerulli Associates, an estimated $84 trillion is expected to be passed down from ...

Findings show that 52% of the projected property wealth transfer will take place in the U.S. as assets shift away from baby ...

For all the talk of innovation in wealth management, the industry’s foundational architecture has changed very little in the last two decades. Wealth management remains a business rooted in human ...

How luxury homeowners are preparing their children for the great wealth transfer.