Generational wealth will play an increasing role as the great generational wealth transfer (from Baby Boomers to Millennials) ...

With $85 trillion set to transfer to the next generation in the coming two decades, this impending wealth transition (or loss ...

If you’re a millennial or a Gen Xer, you’ve likely heard a lot about the looming “Great Wealth Transfer.” Baby boomers have ...

Families in the Middle East will pass down around $1trn (AED 3.67trn) in wealth to heirs in coming years, according to a ...

Orion surveys reveal how advisors' tech investments could be a make-or-break factor for retaining millennial clients.

New innovative report by DIFC Innovation Hub, Julius Baer and Euroclear identifies how technologies redefine legacy planning ...

New innovative report by DIFC Innovation Hub, Julius Baer and Euroclear identifies how technologies redefine legacy planning <li /> This ...

DIFC Innovation Hub, the region’s largest innovation ecosystem; Julius Baer, the global Swiss wealth management firm; and ...

Artificial intelligence (AI)-driven financial advice could be key to bridging the widening trust gap between advisers and the next generation of wealth holders, according to research by AI fintech ...

U.S. generational cohorts have wealth on their minds Younger generations stand to benefit the most from the Great Wealth Transfer, but the latest Schwab High Net Worth Investor Survey indicates ...

Pierre teaches that estate planning is more than just deciding who gets what. Anyone can do that on the back of a napkin.

With the largest generational transfer of wealth expected to take place in the UK by 2050*, financial advice firms have the opportunity to start capturing a significant market of those currently not ...