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

We are in the midst of the Great Wealth Transfer, experts say — a predicted titanic pass-down of assets from older ...

The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay ...

Financial advisors who see the horizontal asset transfer as a postmortem event may miss the moment when money actually moves ...

For years, younger Americans have been told to wait for a historic inheritance that would fix what wages and housing costs have broken. As baby boomers approach 80, however, the same forces that made ...

We are still in the early days of the so-called great wealth transfer,” says the lawyer Pierre Valentin, the joint head of art law at Fieldfisher. “The wave started in the US with the sale of ...

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

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

Gen X and millennials set to inherit historic amount of wealth over the next decade - ‘The next generations are inheriting a historic amount of wealth and approaching luxury with intention,’ one exper ...

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 ...

We are entering a pivotal era of unprecedented wealth transfer across the country. But while the scale may be national, the experience is deeply personal because every family dynamic is unique. When ...

Dwayne Fernandes, partner and senior adviser at Principal Edge, said as the biggest wealth transfer in Australia’s history continues, the most dramatic shift accountants will see isn’t just financial ...