Wealth Transfer

Looking for the latest insights on wealth transfer and other wealth management topics?

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Between 2007 and 2016, an estimated $59 trillion will transfer from 93.6 million American estates – the greatest wealth transfer in history. Research has concluded that 70% of wealth transfers fail – will you be one of the advisors families continue to trust?

Wealth Transfer Statistic

Holdman, Scott, Pat Traynor and David Hunnicut. US Wealth Transfer Summary, Impact Institute, 2018. FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.

About Our Program
Janus Henderson's Wealth Transfer programs help advisors bridge the communication gap with their clients and clients' children. We feature a number of resources and presentations to help advisors with best practices, including:

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Wealth Management & Retirement
A Financial Advisor’s Guide to the Coronavirus Correction

How advisors can help clients cope with market uncertainty through behavioral finance, strategic tax planning and a review of fixed income mandates.

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Marching to a Million: The Millennial Journey to Retirement

Marching to a Million: The Millennial Journey to Retirement

Engage and retain the next generation of clients, millennials. This program includes a suite of resources to help advisors engage their clients’ children and prepare millennials for retirement.

2020 Essentials of Wealth Planning

Financial Planning Limits and Tax Rate Schedules

Stay up to date on the changing guidelines and lasting effects of tax reform.

2020 Essentials of Wealth Planning

2020 Essentials of Wealth Planning in an Uncertain World

Comprehensive wealth planning strategies to provide unparalleled value to your best clients throughout the year with ideas on tax, financial, estate and retirement planning.

Webinars

Join our experts as they share insights on market themes, retirement and professional development. Many of our webinars offer continuing education credit.

Women and Wealth

Learn how to retain and grow your business with female clients facing difficult life transitions, such as divorce and widowhood.

CE At Your Fingertips

Many of our seminars are available through an interactive online portal. From this site, you can access, register and complete your credit at your convenience.