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The 2017 Republican tax law approximately doubled the estate and gift tax exemption.
November 25 -
Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.
November 20 -
“The market is actually using proxies for understanding ESG data,” says BlackRock’s global head of sustainable investing.
November 19 -
A quarter of wealthy investors' average assets are currently in cash, according to a new survey.
November 13 -
More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.
November 13 -
Nearly $388 billion of the super rich's net worth has been wiped away since 2016.
November 8 -
The strategy mimics one the executive used to boost profit at his previous employer, cross-town rival Credit Suisse.
November 6 -
The U.S. minted more than than half the world’s new millionaires last year as investments in equities and tech stocks propelled assets higher.
October 22 -
Since 2011, when Occupy Wall Street protesters rallied under the slogan “We are the 99%,” the income threshold for the top 1% is up an inflation-adjusted 33%.
October 22 -
A decade into her role, Mary Callahan Erdoes continues to deliver strong results.
October 11