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…...

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…...

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…...

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…...

2+ mon, 1+ week ago   (544+ words) Estate planning is becoming less of an optional service and more of an expectation among advisory clients, with new research suggesting firms that fail to offer it could risk losing business. According to Trust & Will’s 2026 Financial Advisor Report, 68% of advised…...

2+ mon, 1+ week ago   (399+ words) A growing share of family offices across North America, Europe, and Asia are moving beyond investment mandates to formally articulate what their wealth is actually for — and the primary reason, according to new research, is preparing the next generation to…...

3+ mon, 2+ day ago   (313+ words) My first firm was exceptional at training advisors to prospect and ask for introductions, and that discipline is ingrained in me. One of the best opportunities to plant seeds for multigenerational relationships is a moment most advisors completely overlook: the…...

2+ mon, 3+ week ago   (313+ words) Ultra-high-net-worth families across the United States are responding to persistent geopolitical and economic turbulence by doubling down on the factors they can control – estate planning, tax strategy, succession, and next-generation education – while acknowledging near-paralysis on the threats they cannot. That's…...