Great Wealth Transfer

Advisor Upside

The Great Wealth Transfer May Become the Great Alts Boom

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The role of the advisor is becoming increasingly central as Great Wealth Transfer inheritors increase allocations to assets like crypto and private equity.

2 min read

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Advisor Upside

Live Fast and Leave Nothing Behind: Could Modern Medicine Dampen the Great Wealth Transfer?

People are not only living longer but healthier, possibly depleting any inheritance they planned to leave for their heirs.

2 min read
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Retirement Upside

Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’

The shift from attorney- to advisor-driven estate planning means firms need to upgrade their offerings — or get left behind.

2 min read
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Advisor Upside

How to Help Clients After the $124T Great Wealth Transfer

An advisor’s role doesn’t end after an inheritance.

2 min read

Alternatives

From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

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Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

4 min read

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Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

2 min read
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Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

Women are the big winners in the great wealth transfer, and the status quo isn’t what they want from wealth managers.

4 min read

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