Galloway’s proposed fix for the widening wealth gap is what he calls “an exceptional inheritance tax.” “Inheriting more than ...

The Founders would be horrified by these developments because they believed great wealth in politics would corrupt and ...

Quality relationships continue to be essential for driving assets in the wealth management space, according to Cerulli ...

Plenty of boomers say they are open to passing down an early inheritance, but financial planners say their adult kids don't ...

Addepar, a global enabler of wealth management technology, is addressing these challenges with significant updates to its ...

As the “Great Wealth Transfer” gets underway, inheritance patterns are shifting, with significant implications for wealth distribution and financial markets. Research from Capital Group, one of the ...

Jennifer Findley, art advisor and founder of the JFiN Collective, explores how a new generation of collectors—many of them ...

The biggest wave of wealth in history is set to pass from baby boomers over the next 20 years, and it’s going to have a huge ...

The TIAA data showed that 41% of Gen Z couldn’t cover a $2,000 emergency, compared with 30% of millennials. Low savings and high debt rarely end well, and Gen Z is already on the back foot.

A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of ...

Advisors play a key role in helping clients execute strategic ways to transfer wealth and ensure that their clients’ financial and retirement plans aren’t compromised as they help their children.