Demographics

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.

Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.

Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.

Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.

For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.

America's youngest investors are far more confident and proactive about retirement planning than previous generations. What's their secret?

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.

Some 70 million Americans born after 1996 stand to inherit huge sums of money in the coming decades. But they think about investments, saving and spending in ways often unfamiliar.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

The thematic fund, which adhered to the tastes of Gen Z, had a short life.

The Finra report suggests that advisors looking to tap into these clients will find savers with improved financial capabilities.

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

When it comes to their finances, America's youngest adults are extremely confident — but some experts say that confidence is fragile.

Advisors provide tips on five things young people should do to get their finances in order for 2023.

A new Fidelity report showed that despite the pressures of inflation, most people with 401(k)s kept contributions steady in the third quarter.

The short-term loans surged in popularity during the pandemic thanks to consumers who were flush with extra cash and limited to shopping online.

In recent years, a new study says, wealth in America has been transferred not from the old to the young, but from the young to the old.

With an average net worth of $278,000 in 2021, people aged roughly 26-41 are realizing they need professional financial help.