Wealth Transfer Presents Opportunity for Financial Advisers
Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer.
Tag: wealth transfer
Don’t Overlook the Silent-to-Gen X Generational Wealth Transfer
Hearts & Wallets’ findings counter the idea that the Baby Boomer-to-Millennial wealth transfer should be advisers’ focus.
Millennials, Gen Z Triple Financial Wealth Since 2019
Financial assets of the two generations have grown to almost $6 trillion in 2022 from $2 trillion in 2019.
Fidelity Program Aims to Facilitate Easier Wealth Transitions
Fewer than four in 10 advisers say they have a successful track record of partnering with their clients’ children or spouses on successful wealth transitions, meaning the stability...
Investments | Participants
Wealth Transfers on the Horizon
Emerging affluent investors may reshape some advisory shops.
Planning for Wealth Transfer a Value Add From Financial Advisers
Studies show all generations find legacy planning important and those who receive an inheritance feel more financially secure. And, Lincoln Financial has introduced a product to help advisers...
Generation X a Key Target for Advisers
More than half of this generation currently does not have an adviser.