News

Married? Five Ways to Ensure Your Estate Plans Work in Tandem
To offer deeper insights into how couples can best align their estate strategies, the financial experts of Kiplinger Advisor ...
The Great Wealth Transfer in 3 charts
Stacker analyzed wealth data and research to show how trillions of dollars could wind up in the hands of millennials in the ...
How to Put Together Your Personal Net Worth Statement
Now that tax season is over for most of us, it's the perfect time to organize your assets and liabilities to assess your ...
Stifel Financial targets growth in wealth management and banking amid market uncertainties
Q1 2025 Management View CEO Ron Kruszewski reported $1.3 billion in net revenue for Q1 2025, marking the company’s highest ...
Independent Online5d
South African app's Wealth platform creates financial inclusivity, democratised banking
The winner of FNB App of the Year 2024 continues to transform financial accessibility in South Africa with open banking innovation and wealth-building tools In a landmark development for South ...
City A.M.14d
Richard Farleigh: Why a wealth tax won’t work
We need transparency, efficiency and long-term planning. A wealth tax won’t work, writes Richard Farleigh, a former dragon from Dragons’ Den, author, investor and serial entrepreneur.
Indiatimes14d
Microsoft founder Bill Gates says his children ‘will get less than 1 percent of the total wealth because…’
Microsoft founder and former CEO Bill Gates has three children — daughter Jennifer Gates, 28, son Rory Gates, 25, and daughter Phoebe Gates, 22. At a podcast, he said “I wanna give them a ...
CNN14d
Saudi Arabia’s gold rush: a new source of wealth
Most stock quote data provided by BATS. US market indices are shown in real time, except for the S&P 500 which is refreshed every two minutes. All times are ET. Factset: FactSet Research Systems ...
The Conversation15d
Americans die earlier at all wealth levels, even if wealth buys more years of life in the US than in Europe
Irene N. Papanicolas receives funding from the National Institutes of Health, the Commonwealth Fund, the Health Foundation, the National Institute for Health Care Management and the World Health ...
Daily Mail15d
Millionaires move out of London: Capital drops down the wealth list after losing higher proportion of super rich than anywhere but Moscow
An annual report on global wealth indicates London is one of only two cities in the top 50 that has fewer rich people than 10 years ago. So drastic is the departure of the super-rich that the ...
JD Supra15d
Wealth Management Update - April 2025
The April 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is 0.40% less than the March 2025 rate. The April applicable federal ...
Hosted on MSN15d
Treasury meets with Wall Street, moves ahead with plans for U.S. sovereign wealth fund
CNBC's Steve Liesman joins 'Squawk Box' to report on the latest news. IRS acting head ousted after US Treasury chief wins power struggle with Musk, NYT reports Depression-Era Foods That Are ...