There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.

Asset management veteran Pascal Duval, with long-term experience at leading firms in London and Paris, is now looking at the ...

AI has boosted employee efficiency by distilling information to key points, enabling faster absorption of data. It also plays ...

Tommy Alvey, of Hardt Financial Group, is one of our 20 People to Know in Wealth Management for 2025. Tommy Alvey Lead ...

Dreaming of retirement in a high-cost state? This guide provides strategies for maximizing your retirement income, minimizing ...

The key word in generational wealth is the first: generational. For that to happen, your children or other recipients have to ...

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Internal Revenue Service recently issued final regulations (final regs) imposing a tax on U.S. citizens, residents and certain trusts that receive gifts or bequests from certain individuals who have ...

President Donald Trump on Monday signed an executive order directing officials to develop a plan for the creation of a U.S. sovereign wealth fund. As he signed the order, Trump told reporters that ...

Welcome to Gen Z’s version of wealth, where the wealthiest people aren’t those with the fullest wardrobes but those with the fullest passports and most vibrant social media memories. This isn’t just ...

We adapted data collection of Round 8 of the Wealth and Assets Survey (WAS) because it took place during the coronavirus (COVID-19) pandemic; while this round offers valuable insight, data are more ...

DAVOS, Switzerland (AP) — Billionaires’ wealth grew three times faster in 2024 than the year before, a top anti-poverty group reported on Monday as some of the world’s political and ...