The generation born between 1981 and 1996 has built wealth faster than either Generation X or baby boomers in the 2020s, according to several recent reports. Another batch of studies show that ...

Advisors who embrace tech-driven personalization, authentic engagement and innovative offerings have a much better chance at keeping rising-gen clients.

As younger generations struggle to buy their first homes, boomers are accumulating wealth and tightening their grip on assets that millennials and Gen Z need to get richer. The older generation’s ...

Over the next two decades, the role of the wealth advisor will undergo a significant transformation, and I’m not talking about artificial intelligence. I’m talking about how we advise clients and how ...

For high-net-worth families, wealth often transcends mere financial capital — it becomes a legacy that spans generations. It’s important to prepare the next generation to not only preserve their ...

Travis Credit Union hosted its Generation Wealth program for juniors and seniors at Vacaville Christian School on Monday, hoping to help equip students for their financial futures. The event aimed at ...

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 ...

Discover the essentials of family wealth transfer planning, including strategies, tax considerations, philanthropy, and family dynamics. Start planning now.