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 ...

Over the next 25 years, nearly $124 trillion will change hands, marking the largest wealth transfer in history, according to Cerulli Associates. This transition will happen in stages: first to spouses ...

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 ...

As the $90 trillion intergenerational wealth transfer gains momentum over the next 20 years, new data reveals affluent investors are largely unprepared. A staggering 95% of affluent investors either ...

The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...

Estimates suggest that between $84 and $124 trillion in assets will be transferred from Baby Boomers (defined as those born from 1946-1964) on down by 2048, according to Cerulli Associates. And as the ...

A few years ago, one of our earliest editions of our newsletter The Weekend Tea discussed the "Great Wealth Transfer"—a decades-long passing-on of cash, stocks, real estate properties, and other ...

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 ...

The next generation are not staying with a wealth firm just because their parents did, but seeking seamless transition, tailored experience and authentic relationships with advisers ...

Fischman Azar Group joins Wells Fargo FiNet, enhancing client-focused wealth management with institutional security.

A significant generational shift in wealth is underway, as an estimated $124 trillion will be inherited in the next 25 years, and women are positioned to inherit much of it—first from parents and then ...

The massive $5.4tn intergenerational asset shift looming over the next two decades is one of the biggest challenges the country faces. What will it mean?