Chris Kelly is the founder of BBFO, a 25-year finance veteran and sportfishing writer. He provides bespoke wealth stewardship for families. In the world of generational wealth, the greatest risk isn't ...

The wealth industry is entering a new phase, with Gen X and millennial heirs set to inherit over $84 trillion by 2045, bringing with them an increasingly complex set of needs. Today’s advisors ...

Generational conflict has become one of the most overused explanations for workplace tension, with plenty of stereotypical blame to go around: Baby Boomers resist change. Millennials lack loyalty. Gen ...

Last week, I introduced the concept and history of the Family Office as a critical wealth succession and management tool. I stated, “A critical distinction in the Family Office model is the separation ...

Sanlam Credit Solutions has unveiled its 2025 Credit Confidence Index, revealing a marked generational divide in South Africa’s credit behaviour, debt management, and financial confidence. Based on ...