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August 05, 2025 11:00 ET | Source: Escalent, Inc.

Nearly One Third of Affluent Investors Are Not Prepared With Wealth Transfer Plans, Risking Wealth Loss

LIVONIA, Mich., Aug. 05, 2025 (GLOBE NEWSWIRE) -- As financial institutions prepare for the $90 trillion intergenerational wealth transfer set to take place over the next two decades, an untapped...
June 18, 2024 10:00 ET | Source: Escalent, Inc.

Financial Service Providers Brace for Historic Wealth Transfer

LIVONIA, Mich., June 18, 2024 (GLOBE NEWSWIRE) -- With a staggering $90 trillion in assets projected to change hands over the next two decades in what's deemed the largest intergenerational wealth...
August 23, 2023 09:31 ET | Source: Raymond James Financial

Raymond James Survey: Investors’ Top Priorities for Safeguarding Generational Wealth

ST. PETERSBURG, Fla., Aug. 23, 2023 (GLOBE NEWSWIRE) -- Raymond James released the results of its recent survey of investors with half a million dollars or more in investible assets, revealing their...