Distributing or delaying your family wealth depends entirely on your family situation. Revocable trusts help you avoid ...

The Middle East is experiencing an unprecedented generational wealth transfer as family-owned businesses, investments, and ...

AI is here whether we like it or not. But who owns it, and who gets to use it, are questions that are far from being settled.

Intimate types of advisory relationships used to be exclusive to high-net-worth individuals and family offices, but they are ...

The financial services industry is on the cusp of a historic generational shift — one so monumental it has been dubbed the ...

For Gen Z, financial success is increasingly about stability, flexibility, and personal well-being. According to a March 2025 ...

LPL is strengthening its high-net-worth planning and tech capabilities while the multi-family office and RIA sets the scene ...

A coming wave of "horizontal" wealth transfers will send more than $50 trillion to older American women, according to a recent report.

Welcome to a new edition of ETtech Unwrapped – our weekend newsletter packed with the most important stories this week. Lets ...

Just 17% of Baby Boomers say their heirs are 'very well informed' about their level of wealth. There is a significant gap in the percentage of Baby Boomers who agree it's important to talk about ...

Since 2013, Wealth Enhancement has grown from 11 branches to more than 130 locations with 1,500 employees nationwide to become the fifth-largest wealth management firm in the U.S. with $107 ...

Women are a growing force within wealth management, and some have advanced to the most important roles in the industry, helming large banks or wealth management operations. For six years ...