Surprising news emerged last week in an exclusive posted by Windows Central's Jez Corden. According to this report, ...

Arax acquires a boutique firm's $4 billion RIA business in Alabama as Steward Partners continues its Southwestern expansion.

As a generational cohort, annual incomes among Gen X in the United States are all over the map, especially when compared to ...

The increase in millennial homebuying intent signals a notable divergence from broader generational trends, suggesting shifting priorities or economic pressures in the largest cohort of American ...

Josh Brown, CEO of Ritholtz Wealth Management, explained in a recent program on CNBC that AI remains the most important market theme and Nvidia (NASDAQ:NVDA) is the most important company related to ...

RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.

When Cornelius Vanderbilt died in 1877, the industrialist left behind roughly $100 billion in today's dollars. Yet, at a Vanderbilt family reunion less than a century later, in 1973, not a single ...

A coming wave of "horizontal" wealth transfers will send more than $50 trillion to older American women, according to a recent report.

Generational wealth refers to financial assets passed from one generation of a family to another. Those assets can include cash, stocks, bonds, and other investments, as well as real estate and ...

Gen Xers may have no place in the popular imagination but, contrary to Seneca, they really do suffer. This is true both ...

Many families dream of leaving something behind – a home, an inheritance, or a better life for the next generation. Yet, in reality, the dream of passing on wealth rarely becomes a lasting legacy.