Analyzing the growing role of real estate in intergenerational wealth

Underwood Law reports on the $124 trillion intergenerational wealth transfer, primarily tied to real estate, highlighting ...
Money Marketing

Growing adviser focus on intergenerational wealth due to client demand

Over half of advisers (52%) are seeing increased demand from clients for help with managing and transferring wealth across ...

As the Great Wealth Transfer begins, most families remain unprepared

Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...
InvestmentNews

Winning the Next Generation of Wealth Clients

Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share ...
JD Supra

Intergenerational wealth transfer planning part 1: By failing to prepare you are preparing to fail

As widely reported, the coming years will likely see a significant transfer of assets and wealth across generations. Each family's circumstances will ultimately determine the nature and extent of ...
IFA Magazine

Fidelity research highlights growing adviser focus on intergenerational wealth as client demand accelerates

Advisers are increasingly focused on supporting clients with intergenerational wealth planning as client demand rises, according to the latest IFA DNA study ...