Teams have become highly specialized and are focusing more on particular client types in order to offer the most bespoke ...

From investment strategies to tax and estate planning, high-net-worth individuals face unique financial priorities—here’s how ...

U.S. household wealth hit a record high of more than $180 trillion in the third quarter of 2025 on the back of an AI-boom in ...

David Lesperance told Bloomberg he personally helped four billionaires sever California residency before the proposal’s Jan.

Wealth Management officially removes dot com from its name and adds parent company Informa branding to reflect modern focus ...

Each year, Barron’s Advisor lists the executives poised to make news in wealth management in the new year. This year’s list ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

Explore Christy Walton's legacy as one of the richest women, her philanthropic contributions to education and the environment ...

Firms are snapping up smaller competitors in a bid to capture a piece of Americans’ growing wealth.

Mr. Khanna, an ambitious 49-year-old Democrat seen as a possible 2028 presidential candidate, has publicly defended a ...