Consolidation across the wealth management industry continues with rapid momentum. As options for strategic partners shrink, advisors should remain focused on what’s truly important: maintaining the ...

You’ve dedicated your life to ensuring the financial security of your family. However, without proper preparation, your estate may be unnecessarily depleted, undermining the fruits of your work.

Whether you’ve grown your wealth through business, investments, or decades of disciplined saving, protecting what you’ve earned requires a strategic, proactive mindset. Preserving wealth is just as ...

7 tactics to help you protect your assets and pass them on to the next generation Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

Bryan Bibbo is the president, CFO and partner at JL Smith Holistic Wealth Management. With over 15 years of experience, he specializes in holistic wealth management for business owners, retirees and ...

Wealth creation is often celebrated because it’s visible. It’s what makes headlines when startups pass their first year in operation, and then their third, fifth, and tenth years. It’s what the public ...

Shelby Cullom Davis is credited with saying: “You make most of your money in a bear market. You just don’t realize it at the time.” When markets drop, it’s natural to want to sell or pause your ...

I believe every family is an enterprise designed to manage its goals, values, sustainability, wealth and legacy across generations. Families who treat wealth as a family business increase their ...

The UBS Billionaire Ambitions Report 2023 underscores a critical and urgent need — over the next two to three decades, more than 1,000 billionaires will transfer an astonishing USD $5.2 trillion to ...