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

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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 ...

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 ...

However, before this deluge of wealth — to the tune of $72 trillion in assets — lands in the hands of the middle-aged ...

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 ...

A new wave of billionaires acquired more wealth through inheritance than entrepreneurship during the last year as a "great wealth transfer" picks up steam, a new report by UBS found. "After the surge ...

The numbers are staggering. Over the next two decades, more than $84 trillion is set to move from baby boomers to their heirs—the largest transfer of wealth in human history. For context, that’s ...

Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...

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 ...

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 ...