Research & insights

A wealth of knowledge at your fingertips. Analysis and insights from our experts into the trends, forces and factors shaping the world and your wealth.

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Wealth transfer

Planning to leave a family legacy? Why writing a will is not enough

More than half of people surveyed have a will, but less than one-third have a full wealth transfer plan. While a will is a good first step, a comprehensive wealth transfer plan requires much more planning and documentation.

5 minute read
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Retirement

College or retirement? How to save for your child’s future without disrupting yours

With the cost of post-secondary education steadily rising, how much support is too much for a child without spoiling a parents’ retirement goals?

3 minute read

Is the next generation ready?

Explore our 2017 Wealth Transfer Report

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