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In today’s rapidly evolving financial landscape, customer loyalty is no longer driven solely by product...
New Inheritor Financial Needs
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10 February 2026
Brent Walker
Receiving an inheritance represents one of the most significant financial transitions a person will experience, yet most financial institutions remain unprepared to serve this growing segment. New inheritors have distinctfinancial needs that differ.
Wealth Transfer Retention Strategies
3 February 2026
Brent Walker
The financial services industry faces a critical challenge as an estimated $124 trillion in assets prepares to move between generations over the coming decades. Advisors who fail to implement deliberatewealth transfer retention strategies risk.
Fintech Opportunity in the Great Wealth Transfer
27 January 2026
Brent Walker
An estimated $124 trillion will transfer from Baby Boomers to younger generations by 2045, representing one of the largest shifts in economic power in modern history. Thismassive movement of capital is already reshaping howfinancial services.
Credit Union Strategy for the Great Wealth Transfer
20 January 2026
Brent Walker
Over the next two decades,more than $124 trillion in assets will transfer from Baby Boomers to younger generations, creating both opportunity and risk for credit unions. This massive shift will determine which institutions maintain relationships.