Portfolio

The agency will consider whether to require affluent taxpayers to pay tax on transfers to trusts made under higher exemptions that expire come 2026.

An in-depth look at the provisions being considered for the new legislation.

The alternative investments company hopes to offer increased education and access to the sometimes controversial products.

The market will separate out those who best take care of their customers.

The question revolves around each individual practice’s specific structure and outlook more than any other factor.

The XY Planning Network of fee-only advisors and investment advisor Michael Kitces say consumers are being deceived when brokers use labels like “wealth manager” and “financial advisor.”

History suggests that assets associated with economic and social change are ripe for eventual price corrections, the report says.

The Canadian asset manager’s stateside AUM will pass $80 billion after its latest deal for a Silicon Valley-based firm.

Here's what you missed this week in wealth management.

New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.