The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice ...

In practice, families tend to involve heirs early, inviting them into discussions, assigning smaller investment roles, or exposing them to governance structures; well before owner ...

A national recognition of next-generation financial advisors. MCLEAN, VA / ACCESS Newswire / April 28, 2026 / Centurion Wealth Management is proud to announce that Jacob Gurock, CFP® , has been ...

OneSeven, an SEC-registered investment adviser, is proud to announce a new partnership with Miami University focused on preparing the next generation of wealth management advisors through hands-on ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For high-net-worth families, wealth often transcends mere ...

Building wealth is a lifelong endeavor, but it can look different at different stages. From Baby Boomers nearing retirement to Gen Z just entering the workforce, each cohort faces unique financial ...

A structural change is happening in the private business sector. Although it was subtle at first, it is now gaining rapid momentum as founders prepare to exit the companies they've dedicated their ...

Across generations, certain industries once offered a clear path to wealth—until they stopped delivering the same financial ...

Entrepreneurs are builders by nature. We thrive on momentum, invention, and the thrill of progress. But there comes a moment in every builder’s life when the hardest and most defining act is not to ...

Clients are looking to advisors for help in ensuring their heirs are responsible and independent, experts say.