Demographics

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.