As the Great Wealth Transfer accelerates, financial advisors are shifting to multi-generational planning to help prepare families.

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth ...

According to James Harold Webb, meaningful preparation begins not with legal documents alone, but with communication, clarity ...

New York, NY, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Title Allocate today announced the launch of its AI-assisted personal assets management platform, which solves increasingly complex challenges and tight ...

Planning for the great wealth transfer means financial advisors must educate unprepared generations where they are.

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent Escalent report. Nearly 95% of affluent investors either ...

Unbiased recently published a report, ‘The great wealth transfer: How financial advice firms can prepare,’ detailing what ...

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it will acquire AEGIS Financial, an independent RIA with locations in Oshkosh, ...

How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.