The Great Wealth Transfer will not only reshape the country’s financial landscape, but will also transform the wealth and ...

“There is a huge opportunity in the U.S. wealth business,” CEO Brian Moynihan told reporters during a roundtable session on ...

Wealth Transfer Expectations Younger consumers’ expectations of receiving an inheritance closely mirror the plans of older ...

A few years ago, one of our earliest editions of our newsletter The Weekend Tea discussed the "Great Wealth Transfer"—a ...

This is not a minor preference tweak. It’s a rewiring of your financial relationship with them. Advisors who think they can win the Great Wealth Transfer without adapting to these new priorities are ...

Rochester advisors share how they’re preparing families for the $84–$124 trillion Great Wealth Transfer with strategies for legacy, tax, and values.

A global wave of intergenerational wealth transfer is reshaping how affluent Australians build, protect and pass on their ...

Cerulli Associates anticipates that $124 trillion in wealth will transfer through 2048. The company notes that as the number of wealth transfers accelerates, it is important for wealth managers, asset ...

Survey data reveal how high-net-worth Americans are split on inheritance plans, and what an abundance of "self-made" ...

Legacy planning and the transfer of wealth is becoming increasingly important with Singaporean and Malaysian families, says Etiqa's latest Wealth Transfer Survey 2025.

San Francisco, October 30, 2025 - The largest intergenerational wealth transfer in history is underway, with $124 trillion in U.S. household ...