The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

OneSeven, an SEC-registered investment adviser, is proud to announce a new partnership with Miami University focused on preparing the next generation of wealth management advisors through hands-on ...

A national recognition of next-generation financial advisors. MCLEAN, VA / ACCESS Newswire / April 28, 2026 / Centurion Wealth Management is proud to announce that Jacob Gurock, CFP® , has been ...

Some inheritances arrive as checks in the mail. Others come with the weight of one generation’s dreams and fears. Over the next two decades, an estimated $84 trillion will change hands in the United ...

Building wealth is a lifelong endeavor, but it can look different at different stages. From Baby Boomers nearing retirement to Gen Z just entering the workforce, each cohort faces unique financial ...

Generational wealth may sound like a lasting legacy, but statistics reveal a sobering reality. According to Chartered Accountant Nitin Kaushik, nearly 70% of family wealth disappears by the second ...

Across generations, certain industries once offered a clear path to wealth—until they stopped delivering the same financial ...

Clients are looking to advisors for help in ensuring their heirs are responsible and independent, experts say.

A structural change is happening in the private business sector. Although it was subtle at first, it is now gaining rapid momentum as founders prepare to exit the companies they've dedicated their ...