The generation born between 1981 and 1996 has built wealth faster than either Generation X or baby boomers in the 2020s, according to several recent reports. Another batch of studies show that ...

Advisors who embrace tech-driven personalization, authentic engagement and innovative offerings have a much better chance at keeping rising-gen clients.

Generational Wealth™, a newly launched wealth management and financial planning firm, announced a merger under their unified brand following a joint $100mm acquisition. Following the transaction, the ...

While reliable data shows that the very rich are, for the most part, getting much richer, some families go from "riches to rags" by failing to carefully pass down wealth from generation to generation.

For high-net-worth families, wealth often transcends mere financial capital — it becomes a legacy that spans generations. It’s important to prepare the next generation to not only preserve their ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Every December, Americans gather for what may be the country’s ...