What will women choose to do with this windfall? How much will they invest, spend, share with their heirs, or give back to ...

The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is ...

It’s worth noting that many of the tactics you used to build a thriving business can directly apply to preserving your legacy ...

With baby boomers aging and the gender gap in lifespans growing, more women have the final word on how the family nest egg ...

Key Takeaways Women stand to inherit roughly $40 trillion from their spouses during the Great Wealth Transfer, Cerulli ...

I have a lot of friends who are in their 40s with multiple kids and struggling to build up enough savings for retirement ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions ...

Financially literate heirs are crucial to preserving your family's wealth, values, and legacy, writes columnist.

address intergenerational wealth transfer, embrace emerging industries, and leverage technology to remain relevant and impactful in a rapidly changing world. The landscape of wealth management is ...

“By identifying and vocalizing shared family values, financial advisors can develop flexible strategies that accommodate ...

One of the proposals President Trump is considering now that he has taken office is the establishment of a U.S. government ...