On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.

The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in ...

Financial advisors who see the horizontal asset transfer as a postmortem event may miss the moment when money actually moves ...

The so-called “Great Wealth Transfer” is underway. This seismic financial shift involves the oldest Americans — mostly Baby Boomers born between the mid-1940s and mid-1960s — who have collectively ...

This week on The Alpha Wealth Hour, Tom Fortino dives into the tax discussions you should be having now that the year is ...

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing ...

With great wealth comes great responsibility. Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are ...

Many baby boomers are financially well-off, benefitting from buying houses during times when prices were low. In fact, boomers make up the majority of the ultra-wealthy population in the world, though ...

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Psympl(R), a psychographic intelligence platform purpose-built for financial services, today released a new executive whitepaper, The $124 Trillion Great Wealth Transfer: Psychographics Are the Key to ...

With great wealth comes great responsibility. Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are ...