The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is ...

Strategic wealth management is about creating a financial planning strategy for achieving your goals. This strategy doesn’t depend on how much money you have.

Rising interest in alternative investments — such as private equity, real estate, and infrastructure — presents an ...

Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse ...

Can a pair of 20-somethings with no wealth management experience start their own firm? When Matthew Somberg and Joshua ...

Bienville Capital Group, a Metairie-based wealth management firm led by Emmett G. Dupas III, has been named to the ...

Many people deliberately chart different career paths from their parents, but not siblings Dana and Jack Larsen. Working with ...

Oxfam’s 'Takers, Not Makers' report reveals Britain extracted $64.82 trillion from India during colonialism, enriching the UK's elite and middle class. It details the suppression of India’s ...

Oxfam International’s report highlights how colonial wealth extraction, particularly from India, has laid the foundation for modern economic inequalities, including the dominance of unearned ...

The world's first trillionaires are set to emerge within a decade after billionaires saw their wealth surge in 2024. Oxfam made the prediction in its latest assessment of global inequality timed ...

Yet the world needs a broader metric to assess the sustainability of economic development. The World Bank’s The Changing Wealth of Nations (CWON) program provides the most comprehensive wealth ...