Why advisors need to prepare heirs, not just assets
As the Great Wealth Transfer accelerates, Eric Becker of Cresset argues that financial advisors must help families transfer…
Great wealth transfer poised to leave advisors chasing inheritance conversations
A new study puts $17.2 trillion in home-based wealth on the move but families aren’t talking about it.…
The Great Wealth Transfer May Become the Great Alts Boom
The biggest wealth transfer in history may also become one of the biggest boons for alternative assets. With…
The Great Wealth Transfer’s Real Recipients? Elder-Care Costs.
The great wealth transfer is taking place, but it’s not landing in the pockets of the supposed heirs.…
Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties
Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations. The wealth management industry…
Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties
However, younger clients bring very different expectations. Millennials, in particular, are more inclined toward private assets, cryptocurrencies, sustainable…
Women Will Soon Control More Money Than Ever. Is Wall Street Ready?
It’s a woman’s world. Or at least it will be once trillions of dollars change hands over the…