The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.
In this session, we will draw on insights from research recently completed by Financial Planning that explores how financial advisors are beginning to address the greatest transfer of wealth in our nation's history.
Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.
Although wealth management firms want to acquire clients for growth, they're missing a significant segment.
Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.
For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.
The Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.
Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.
Harold Hamm, the founder of Continental Resources, will pass a stake of his company worth $2.3 billion to each of his five children.
The Biden administration is also calling for banks to report on account flows to help boost tax-payment compliance.
