Steven Bowles, CLU®, founder of Catalyst Advisory, represents a unique breed of advisor who combines technical expertise with ...

When ChatGPT was asked to define generational wealth, it explained it as “assets and financial resources that are passed down from one generation to the next, providing ongoing financial stability and ...

As baby boomers head deeper into retirement, financial experts say we are on the verge of a “great wealth transfer.” By 2048, approximately $105 trillion in assets will be transferred to heirs as the ...

If you’re lucky enough to have passive income streams in place, the transition to retirement can not only be smoother, but it can also enable a way to build generational wealth. Generational wealth — ...

My mother never had substantial savings, investments or anything of value other than her house. It was her wish to pass on her only significant asset to her three kids: me, my brother and my sister.

Brookfield's core includes asset management, wealth solutions, and operating businesses, all generating robust distributable ...