The family office sector is undergoing a profound shift as the "great wealth transfer" continues to reshape wealth management.

When my grandmother passed away in 2015, I was working as a wealth manager. My grandmother's estate was ... I said, "Is there something wrong with our family, or is there something wrong with this ...

November 2024 AFRs and 7520 Rate - The November 2024 Section 7520 rate for use with estate planning techniques such as CRTs, ...

Ari Brojde thought his grandmother's estate would be easy, but it took nearly three years to settle. He recommends talking ...

LGT Crestone has agreed to acquire Commonwealth Private Advice, the personal advice division of the Commonwealth Bank of ...

Commonwealth Bank has offloaded the last vestiges of its wealth advice operations in a deal with LGT Crestone that will ...

Pakistan's richest man's son Tony Khan has made several achievements in spots league business, despite having thousands of ...

The Spear’s Awards acknowledge and honour entrepreneurs, philanthropists and leaders for their innovation, success and ...

To seize the opportunity that digital wealth management presents, banks should first look for an engagement banking platform ...

For years, Goldman Sachs’s private-wealth team has focused on providing investment advice to the ultrarich. Now, it wants to ...

M1 Finance and Wealthfront are two top digital wealth management platforms, but they offer very different services when it ...

Laura Cuber, wealth advisor at Bartlett Wealth Management in Chicago, echoed that sentiment. "Most clients that are referred ...