From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year.| Latest from Kiplinger
Some new Delaware statutory trust offerings are forcing investors into 721 UPREIT conversions at the end of the hold period, raising concerns about loss of control, limited liquidity, opaque valuations and unexpected tax liabilities.| Kiplinger
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy.| Latest from Kiplinger
Two business professors share their insights about the impact of digital communication on the social skills of some in Gen Z and the importance of good manners on the job.| Kiplinger
The American workforce is in transition, and if you're among those affected, take heart. You have the skills, experience and smarts that companies need.| Latest from Kiplinger
During tough times, it's easy to overlook important financial details, but you'll be so much better off if you take care of these things right now.| Latest from Kiplinger
Inflation is often underestimated when estimating retirement income, education funding or investment returns. These strategies can help preserve your purchasing power and reduce your financial anxiety.| Latest from Kiplinger
Private equity, real estate and expanded annuities are now options, but they are more complex, less flexible and more expensive to own.| Latest from Kiplinger
The rules on charitable giving are changing. For some, tax deductions for donations are now an option. For others, that option may have been curtailed.| Latest from Kiplinger
A solid retirement plan is a must, but you can't go halfway. Neglecting just one area of your plan could cause the whole thing to collapse.| Latest from Kiplinger
Taxes can get complicated quickly, and the more money you have, the tougher they tend to be. So, if you have any of these 10 tax situations, don't risk it.| Latest from Kiplinger
Milwaukee-based Hammes Partners has closed $445 million in equity for its new core-plus health care real estate platform, surpassing its initial goal of| BizTimes - Milwaukee Business News
Investing in stressed and distressed credit is a significant asset class in the U.S., but still a largely unknown to family offices in Canada. PenderFund Capital Management, a pioneer of looking into inefficient parts of the market, is changing that with its Pender Credit Opportunities fund.| Canadian Family Offices
An Intellyx Brain Candy Brief Many roles in financial services companies involve labor intensive business processes. Agentic AI promises to improve productivity by automating such processes entirely or partly. Unique’s agentic AI automates financial services business processes and workflows for wealth management business processes and other financial services lines of business. For example, Unique’s AI […]| Intellyx – The Digital Transformation Experts – Analysts
The new AI-powered tools give advisors sharper insights and streamlines how they work.| Markets Media
As policy clarity and quality-of-life advantages accumulate, Dubai's prime market is transitioning from cyclical trends to structural changes The post Dubai to welcome another 10,000 millionaires appeared first on International Finance.| International Finance
Building a fortune is hard, but keeping it across generations requires an entirely different skillset, writes Elke Rubach The post Rubach: Generational wealth fades when appreciation morphs into entitlement among the next gen appeared first on Canadian Family Offices.| Canadian Family Offices
Is Traditional College Still the Best Investment? For decades, the traditional path to higher education was clear: graduate high school, enroll in a four-year college, earn a degree, and start […] The post Rethinking College: Smarter Choices for the Future appeared first on OneDigital.| OneDigital
Education is a Major Expense—But You Can Prepare For many families, the dream of sending a child to college comes with a daunting price tag. With tuition costs rising steadily […] The post Planning for College: How to Fund Your Child’s Future Education appeared first on OneDigital.| OneDigital
In the ever-evolving wealth management sector, we see RIAs exploring ways to bolster their competitive edge, long-term sustainability, margin, and valuation. An increasingly common strategy involves integrating family office services, which extend core asset management to include comprehensive tax optimization, estate planning, philanthropy coordination, and lifestyle management. This often manifests as a multi-family office (MFO) model, serving multiple ultra-high-net-worth (UHNW) clients un...| Mercer Capital
Beyond the headlines: The new tax law's true impact for job seekers and investors lies in how it will transform industries and create opportunities in areas such as regional accounting, AI and outsourced business services.| Kiplinger
Even if your financial plan is on autopilot, now is the perfect time to make sure it's still aligned with your goals, especially if retirement is on the horizon.| Kiplinger
Discover why Cyprus is emerging as Europe’s top destination for global wealth structuring, with favorable tax regimes and a robust legal framework supporting HNWIs and family offices.| Bolder
Wealth creation is a long term process that requires money management. Here are 7 Simple Principles for Building Wealth over the long term.| BFC Capital- Blogs : All Financial Solutions for Growing Your Wealth
Economic uncertainty, global events and increasing wealth are shaping the charitable landscape this year. Here are the philanthropic trends and some tips that could help affluent donors optimize their impact.| Kiplinger
For successful long-term investing in a politically charged environment, investors should focus on economic data, have a diversified portfolio and resist reacting to daily headlines.| Kiplinger
Recent legislation offers planning opportunities for proactive investors. A landmark shift in U.S. financial policy is here. On July 4, 2025, President Trump signed the 'One Big Beautiful Bill Act' […] The post Navigating the Big Beautiful Bill: What It Means for Your Wealth appeared first on OneDigital.| OneDigital
Explore the real differences in robo-advisors vs financial advisor, from fees to emotional coaching, and find out which path suits your money mindset.| UK Startup Blog
The wealth management industry is on “a collision course” with a talent crisis as many advisers are quickly approaching retirement| ABA Banking Journal
The opportunities for women in wealth management are abundant, driven by the demand for diverse perspectives, the changing demographics of wealth, and the push for inclusive workplace cultures.| CFA Institute Enterprising Investor
Investors looking for passive income are buying into these funds, which offer capital to borrowers for short-term financing.| Kiplinger
In this dynamic episode of the Derivative podcast, Jeff Malec sits down with Kevin Jamali, Senior Vice President at Farther, for an unfiltered dive into the evolving world of wealth management. What begins as a journey through Jamali's career—from Chicago Board of Trade futures trader to alternative investment strategist—quickly becomes a provocative exploration of how technology and personalized advice are reshaping financial planning.Jamali and Malec dissect the limitations of tradition...| RCM Alternatives
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.| Kiplinger
Your home is probably your biggest asset, so if you're getting a divorce, the stakes are high. Keep it? Sell it? You need to have a good plan in place for how to handle it.| Kiplinger
Estate planning isn't just about distributing assets. Working with a financial adviser can ensure you've considered the big picture — and the finer details.| Kiplinger
Growing numbers of students are falsely claiming a learning disability to score more time to take tests. This has real-world consequences in which fellow students, law firms and their clients pay the price.| Kiplinger
Creating guaranteed income sources in retirement will help you truly enjoy your golden years and spend less time worrying about money.| Kiplinger
Discover 8 common retirement planning mistakes to avoid—from neglecting tax-advantaged savings to underestimating healthcare costs—so you can retire with confidence and clarity.| OneDigital
Learn key financial steps to take during divorce to protect assets, minimize tax impact, and avoid costly mistakes. Guidance for a more secure financial future.| OneDigital
Explore mortgage options for buying or refinancing your home with confidence. Learn about rates, terms, and what fits your financial goals.| OneDigital
Market shifts, evolving tax law, and life changes can cause portfolio drift. Learn how high-net-worth investors can stay on track with strategic reviews and rebalancing.| OneDigital
Compare OMA Insurance with private life insurance options for Ontario doctors. Learn which offers better value and long-term benefits.| Protect Your Wealth
Getting divorced later in life can be a big financial blow, especially for women. But, as this financial adviser points out, it can also serve as a positive turning point for growth and independence.| Kiplinger
Note to financial advisors: It’s time to embrace the norm effect and rethink how we influence investment decisions.| CFA Institute Enterprising Investor
Introduction:| My Feed Title
The debt ceiling is making news again. Will Congress raise it? Will the U.S. make history by defaulting on our government debt?| My Feed Title
Whether it builds gradually or happens overnight – there may come a moment when you realize that you need to care for the people that cared for you. | My Feed Title
Estate planning focuses on three goals: protecting yourself and your family, passing on assets, and keeping as much of an estate away from the taxman as possible. There are essential documents, such as a medical power of attorney and a will; there are structures, such as trusts, and procedures to go through. | My Feed Title
"It is easier to find man who will volunteer to die, than to find those who are willing to endure pain with patience.” Julius Caesar| My Feed Title
Many of us hold onto the belief that more money would make us happy. Research shows that there is a correlation between money and happiness. However this is only true up to a certain level of income. Poverty, with all of its profound stressors, is clearly a cause for unhappiness. However, when a household income rises above $75,000 per year, there is no real connection between money and happiness. Now $75,000 per year is nothing to sneeze at, especially in this economy. Still it’s hard for...| My Feed Title
My six year old son asks me a lot of questions about money. How much do we have? How much does that cost? Why can’t we buy this? It would seem he is a little obsessed. Maybe some of that comes with being a son of a Financial Advisor, but I think it is just a part of growing up and inserting values on what we see around us. Like it or not, money is integrated into a lot of our day-to-day decisions and even our relationships.| My Feed Title
Intro| My Feed Title
“I pretty much try to stay in a constant state of confusion just because of the expression it leaves on my face.” Johnny Depp| My Feed Title
“Nature abhors a hero. For one thing, he violates the law of conservation of energy. For another, how can it be the survival of the fittest when the fittest keeps putting himself in situations where he is most likely to be creamed?” – Solomon Short (David Gerrold’s alter ego, a Star Trek writer)| My Feed Title
“The sun is gone, but I have a light.” – Kurt Cobain| My Feed Title
“Life can only be understood backwards; but it must be lived forwards.” – Soren Kierkegaard, 1813-1855, Philosopher| My Feed Title
“Whatever has the nature of arising, has the nature of ceasing.” – The Buddha| My Feed Title
Whatever has the nature of arising, has the nature of ceasing.” – The Buddha| My Feed Title
“Thinking is difficult. That’s why most people judge.” – Carl Jung| My Feed Title
“I finally know what distinguishes man from the other beasts: financial worries.” – Jules Renard, French Author (1864-1910).| My Feed Title
“Chaos isn’t a pit. Chaos is a ladder. Many who try to climb it fail and never get to try again. The fall breaks them. And some are given a chance to climb, they cling to the realm or the gods or love. Only the ladder is real. The climb is all there is.” – Littlefinger, Game of Thrones| My Feed Title
“Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will be when the crisis hits.” Hyman Minsky| My Feed Title
“If you can’t explain it simply, you don’t understand it well enough.” Albert Einstein| My Feed Title
“Life is pleasant. Death is peaceful. It is the transition that is troublesome.” Isaac Asimov| My Feed Title
“It is better to be vaguely right than precisely wrong.” – Wildon Carr, 1942| My Feed Title
“Reality is that financial markets are self-destabilizing; occasionally they tend toward disequilibrium, not equilibrium.” George Soros.| My Feed Title
“Teach your tongue to say I do not know, and you shall progress.” – Maimonides (1135-1204 Spain)| My Feed Title
“It’s quite exciting” said Sherlock Holmes with a yawn. – Sir Arthur Conan Doyle, A Study in Scarlet| My Feed Title
“One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute.” – William Feather, Author of: Business of Life (1889-1981).| My Feed Title
How much does life insurance cost in Canada? What factors affect the cost of life insurance? Plus more answers to all of your questions about life insurance costs. 16 Minute read Originally Published: March 1, 2022 Updated: April 17, 2025 How much does life insurance cost in Canada? What The post How Much Does Life Insurance Cost in Canada? [2025] appeared first on Protect Your Wealth.| Protect Your Wealth
Our latest 2025 Asset & Wealth Management Outlook is out, and the findings are clear: only 1 in 3 firms consider themselves strong innovators. In an era of AI-powered investment strategies, rising demand for private market assets, and evolving regulations, firms that embrace tech-driven transformation will lead the way. In…| Asset & Wealth Management - Alpha FMC
Spear's experts explore key tools for reducing both their current and future tax bill for UHNWs looking to preserve their wealth.| Spear's
Inheritance Tax receipts hit a record £7.6 billion in the first 11 months of 2024/25, exceeding last year’s total with one month still to go.| Spear's
The 2025 Henley Opportunity Index highlights how investment-based residence and citizenship programmes enhance career prospects.| Spear's
A new report from AlTi Tiedemann Global identifies four key areas where private capital can help to advance social progress.| Spear's
Protecting your family should match your financial plan. Find out what family life insurance is and if family life insurance is right for you| Protect Your Wealth
Near record-breaking sums was being paid for the finest bloodstock by those prepared to bet big and hoping for a return on their investment.| Spear's
Stay ahead of the game with these four financial tips. Learn how to navigate policy shifts and market trends for successful investing.| AMG National Trust
Gain insight into the economy with AMG's guide. Get the latest news on the economy and discover how it works with Notes on the Economy.| AMG National Trust
Advising clients on estate planning is a core service offered by wealth management firms, and the best tool is often some sort of trust.| Mercer Capital
CEO Tat Lee says innovation, not deposit size, will determine whether a virtual bank can succeed.| Digital Finance