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News
Widowed Americans feel confident yet crave a financial sounding board
1+ day, 14+ 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…...
The great wealth transfer is really a trust transfer, not a check
2+ week, 1+ day ago (485+ words) For years, our industry has talked about the great wealth transfer. We talk about trusts, estate plans, tax strategies, beneficiaries, and the trillions of dollars expected to pass from one generation to the next. All of that planning matters. But…...
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…...
Why the biggest risk in wealth transfer isn't taxes. It's silence
1+ mon, 2+ week ago (698+ words) The Great Wealth Transfer is reshaping the financial advice industry, but Charles Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement in New York, says advisors are focused on the wrong problem. Moving money efficiently, he argues, is 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…...
Great Wealth Transfer gets reality check, but opportunities still abound for advisors
2+ mon, 4+ day ago (555+ words) The vast sums involved in the Great Wealth Transfer may not be quite as large as previously thought, according to new research from Visa Business and Economic Insights. But there are still big opportunities for advisors tied to how clients…...
Vanilla, WealthFeed land new RIA partnerships
2+ mon, 1+ week ago (518+ words) Estate planning technology provider Vanilla and prospecting platform WealthFeed have extended their respective networks this week, underscoring how quickly wealthtech vendors are locking down distribution deals with both boutique family offices and national RIA networks. Salt Lake City, Utah-based Vanilla…...
Wealthbox announces new AI agents
4+ mon, 2+ week ago (339+ words) And so it's notable that Wealthbox has (finally) begun to ramp up the release of new AI features within its platform, including this month the announcement of an integrated AI Assistant and AI Agent. Meanwhile, Wealthbox's AI Agent is designed…...