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FORGOTTEN HISTORY: Cerulli associates - Caught on Camera

Morgan Stanley's Ellen Zentner: Women are reshaping the economy. Markets haven’t caught up

Women stand to inherit trillions. Few firms are ready.

Fortune · Oct 31

‘The elder daughter phenomenon’: Edward Jones head Penny Pennington said the economy is propped up by eldest daughters

Caregiving is a trillion-dollar industry, and eldest daughters take the brunt of it.

Fortune · Oct 9

The Great Wealth Transfer Has Been Pegged at $105 Trillion. One Study Says That's an Overestimation

A new report estimates that $36 trillion in baby boomer wealth will be transferred to Generation X and millennials over the next 20 years.

International Business Times · Jul 17

From analysis to the latest developments in health,
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The $124 Trillion Hand-Off: How the Great Wealth Transfer is Quietly Saving the Real Estate Market

The $124 trillion hand-off already started, and it will reshape the housing market more than interest rates, construction shortages, or economic forecasts ever could. Financial analysts estimate that roughly $124 trillion in wealth will move from older generations to younger ones over the next two decades, according to research from…

The Free Financial Advisor · Mar 10

The $124 trillion Great Wealth Transfer is bigger than ever—and millennials will get the biggest cut

The richest Americans hold 44% of all wealth, and the oldest hold 61%, per Cerulli Associates, and they’ve grown much richer since the Global Financial Crisis.

Fortune · Jul 23, 2025

Young adults are getting cold feet about their highly anticipated $84 trillion wealth transfer

The Great Wealth Transfer might be less and later than expected. Either way, some young adults say they're not ready for it.

Fortune · May 16, 2024

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