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News
Widowed Americans feel confident yet crave a financial sounding board
1+ day, 13+ hour ago (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...
Why advisors need to prepare heirs, not just assets
4+ day, 23+ hour ago (884+ words) As an estimated $84 trillion in assets changes hands across generations over the coming decades, the wealth management industry has largely focused on the financial mechanics of transfer - trusts, tax strategies, and succession structures. Eric Becker, Founder and Co-Chairman of Cresset,…...
Wealth transfer timing: why waiting is the costliest mistake families make
2+ week, 3+ day ago (885+ words) Warren Buffett's announcement in July that he plans to distribute the remainder of his Berkshire Hathaway shares over eight years rather than leave them to an estate has surfaced a question many wealthy families keep deferring: when is the right…...
Those without kids less confident about retirement savings, but why?
3+ week, 3+ day ago (616+ words) Having children typically adds costs to the household budget, so it might seem surprising that parents appear more confident about their financial future than those without kids. But a new study reveals that while only 54% of Americans without children said…...
Estate planning is an ongoing service, not a one-time event
4+ week, 2+ day ago (405+ words) Buck Patton, senior vice president and wealth advisor at Truxton Wealth, sees the estate plan as foundational to a holistic advisory relationship — the structure that determines how a client's assets should be titled to carry out their wishes. David Haughton,…...
Estate planning drives 1 in 6 legal calls as trust demand surges
1+ mon, 5+ day ago (584+ words) Estate planning has become the single most common reason Americans call a lawyer, and new data released this month shows the gap between recognizing that need and acting on it remains wide open for financial advisors willing to close it....
Commercial real estate succession planning creates wealth opportunity for advisors
1+ mon, 1+ week ago (651+ words) A succession planning gap is opening inside one of the most significant wealth transfer cycles in American history, creating an opportunity for financial advisors. Amid the much-talked-about Great Wealth Transfer of $124 trillion over the next 20 years or so, including around…...
One year of the OBBBA: How advisors are replanning around its biggest provisions
1+ mon, 2+ week ago (289+ words) For advisors, 2026 is the first full year all of these provisions are in effect simultaneously — and the planning implications are still being digested. Three advisors describe the provisions that have changed their client conversations most, which ones remain underused, and…...
Mass affluents are saving less in anticipation of inheritance. But there’s a big problem
1+ mon, 3+ week ago (565+ words) Most mass affluent Americans are making financial decisions based on a future inheritance but ignoring a critical issue that could derail their finances. Nearly two thirds of respondents to Key Wealth's 2026 Inheritance Pulse Poll who anticipate an inheritance say the…...
Why half of wealthy families still don't have a complete wealth transfer plan: BNY Wealth
1+ mon, 4+ week ago (768+ words) Advisors working on the so-called “Great Wealth Transfer ” should expect to find extremely varied levels of preparation from their clients, according to the latest research from BNY Wealth. BNY Wealth's 2026 “Wealth in Motion” study surveyed over 500 ultra-high net worth families…...