by A&A Editorial Team | Feb 18, 2026 | A&A Editorial Team, Asset Management/Advisory, Wealth
The historical separation between insurance, financial services, and estate planning is rapidly dissolving. Today’s consumers demand a more holistic approach, seamlessly integrating legacy planning with investment and retirement income strategies. A recent Trust &...
by A&A Editorial Team | Oct 9, 2025 | A&A Editorial Team, Asset Management/Advisory, Regulatory, Wealth
The promise of a colossal wealth transfer from Baby Boomers to younger generations, dubbed the “Great Wealth Transfer,” has generated significant conversation. While the anticipated numbers are massive, often cited at $124 trillion by 2048, this headline figure on its...
by A&A Editorial Team | Apr 4, 2025 | A&A Editorial Team, Asset Management/Advisory, Wealth
As we stand on the brink of the Great Wealth Transfer, the financial services landscape is on the cusp of a profound demographic shift. By 2030, millennials and pre-retiree women will inherit an astonishing $30 trillion. Financial professionals who swiftly grasp the...
by A&A Editorial Team | Mar 7, 2025 | A&A Editorial Team, Asset Management/Advisory, Wealth
The desire to give back remains strong among pre-retirees and retirees. According to a recent Fidelity Charitable survey, nearly 60% prioritize charitable contributions as a key financial goal, with 78% revealing it’s a “significant” or...
by A&A Editorial Team | Sep 30, 2024 | Asset Management/Advisory, Greg Yodis, Wealth
A recent study from Allianz Life reveals a notable shift in Americans’ financial attitudes: fewer people are worried about investing and an imminent recession. However, more than half (54%) of those surveyed said they would prefer to meet with their trusted...
by A&A Editorial Team | Jul 11, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth
While a recent Northwestern Mutual study indicates a cautiously optimistic outlook on the U.S. economy, a seemingly contradictory trend has emerged: a record number of Americans (33%) report feeling financially insecure. To make matters worse, 54% of US adults believe...
