Trillions of dollars are set to pass from founders to younger generations worldwide. Heirs favored diversified assets, private markets and cryptocurrencies over traditional holdings. Advisers warned ...

Longer lives, more businesses being passed down, and an interest in alternative investments are reshaping how wealthy individuals plan and invest Business ownership plays an increasingly central role ...

A massive intergenerational handoff of wealth is already underway, but a new report suggests the real story lies in how that transition is unfolding rather than its sheer scale. According to UBS’s ...

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This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. For generations, women were taught to save money while men were taught to make money move.

A demographic transition is reshaping the global wealth-management industry. Over the coming two decades, an unprecedented volume of assets will pass from the generation that accumulated it to heirs ...

Forbes contributors publish independent expert analyses and insights. Melissa Houston covers financial issues that affect women in business. This voice experience is generated by AI. Learn more. This ...

Luckily, investors use asset classes to group the various types of investments. Key asset classes include equities, fixed ...