Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...

When used strategically, a reverse mortgage can support generational wealth while allowing you to age in place.

Getting involved in investments have never been easier for ordinary people, but you must bear these crucial things in mind.

For wealth management firms, finding and converting the best potential clients is essential for organic growth.

I recently spoke with Matt Fleissig, co-founder and CEO of Pathstone to learn from the their playbook on wealth management ...

U.S. household wealth rose to a fresh record high at the end of 2024, Federal Reserve data showed on Thursday, thanks to a ...

“We will begin a new era of soaring incomes,” Mr. Trump said at a rally in October. “Skyrocketing wealth. Millions and ...

Elon Musk's net worth has fallen by almost 25% since the start of 2025 as concerns about his politics, focus, and Tesla sales ...

Advice firm Oakglen Wealth has partnered with specialist investment firm Toscafund to build inheritance tax planning portfolios.