Wealth Transfer
Baby boomers risking their retirement
As they prioritise passing down wealth over their own financial needs
Does blockchain have a place in wealth management?
While innovation could transform the industry, regulation may hold it back
Rich Americans keep quiet after deciding who inherits what
Just 22% will openly share details of their estate with entire family
Lack of advice on inheritance transfer will erode wealth
North America’s rich to pass down trillions to next gen, with Europe expecting billions to be given
US children unlikely to choose parents’ adviser
Financial services professionals need to start early – before money is inherited