Patrick Woodall

Senior fellow

Patrick Woodall is a senior fellow at Americans for Financial Reform.

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Wealth management

More ultrarich are worth over $100B than ever before

AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold.

By Diana Li and Jack Witzig

May 17
Professional development

8 ways to invest in next-gen advisors — and your firm's future

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

By Tobias Salinger

May 17
Practice and client management

Going corporate: Why letting pros handle estates can be best for clients

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

By Tobias Salinger

May 17