While nearly all affluent Americans expect to pass down wealth to heirs either during or after their lifetime, only 50% said they are very prepared to do so and have a written plan in place, according ...

Rich people are not just lucky, they tend to run their money lives on repeatable systems. By borrowing a few of those systems ...

Many affluent young investors still lack basic estate plans, new research shows. That's a gap that presents financial advisors with a significant chance to add value. A recent survey of 4,938 ...

Ultimately, the question is not about whether the mass affluent should contribute. It is about ensuring that fiscal ...

Did you know that 85% of affluent households gave an average of $35,000 to charity in 2022?* This highlights the opportunity to integrate charitable planning to your wealth management strategies. This ...

Money used to be a taboo topic, even among close family members. But for a growing number of Americans, it’s now table stakes. While difficult to have, sensitive conversations about money are ...

While giving by wealthy and everyday donors has been on a downward trajectory for years, 81 percent of affluent Americans gave to charity last year, according to a new study. That’s a significant ...

Dallas: "Even though I feel like we're reacting non-stop to incoming calls," says David, "It seems that every time I'm having a conversation with my better clients—and they're not usually the ones ...

DEHRADUN: Officials affiliated with the Central Board of Secondary Education (CBSE) have issued a stern warning regarding a ...