People who are 55 and older, which includes baby boomers born between 1946 and 1964, hold the vast majority of wealth. Meanwhile, younger Americans have significantly less. Even then, there are ...

Canada is experiencing the biggest wealth handoff in history. Baby boomers are passing down an estimated $1 trillion to their kids and grandkids between 2023 and 2026. But here’s the catch: most of ...

Homeowners hold 38 times the wealth of renters. Nine charts reveal the hidden math of equity, timing, and a wealth gap that's hard to close.

Exchange-traded funds have exploded in popularity over the past decade, especially among millennials and Gen X investors who see them as low-cost and less risky way of building wealth. Baby Boomers ...

Research from Wells Fargo and RBC shows women’s risk-adjusted returns and wealth creation surging, especially among younger high-net-worth clients ...

In my first article in the Generational Practice Management series, I wrote about the unprecedented opportunity for advisors as wealth shifts from Baby Boomers to younger generations. This second ...

The generation gap is apparently leading to a communications gap when it comes to families transferring wealth. CNBC's Robert Frank joins 'Squawk Box' with more. Got a confidential news tip? We want ...

Editor’s Note: This is an excerpt from Wealth Management With a Difference: Your Guide to Achieving Client, Generational and Business Success. Demographic trends continue to shape wealth across the ...

Families focused solely on asset protection often lose the next generation. Those building enduring dynasties understand that wealth serves purpose, and purpose unites generations.” — Chukwudum ...

Hundreds of Atlanta kindergarteners received $10,000 investment accounts, part of a new initiative aimed at building generational wealth and narrowing the city's financial inequality.