Why Real Estate Heirs Are Not Ready for Inheritance
An estimated $124 trillion will pass from older Americans to their heirs by 2048, according to Cerulli Associates.…
AI Intensifies War for Talent in Wealth Management
As artificial intelligence and other tremors rock the financial services industry, Cresset CEO Susie Cranston speculated that the…
The Roth Conversion That Added $999.60 to a Retiree’s Medicare Bill…Two Years Later
© PeopleImages / Shutterstock.com Mary did everything the retirement books told her to do. At 68, already on…
Nick Reiner Files Petition for Trust Money to Bring Back Defense Attorney
Nick Reiner filed a petition seeking money he claims he’s owed from a trust established by his late…
WisdomTree: ETFs with Private Assets Next for Asset Management
Jonathan Steinberg, CEO of WisdomTree Inc., an ETF issuer with roughly $170 billion in AUM, focused on ETFs…
Structuring in the Multi-Hub Era: Insights from M/HQ’s Yann Mrazek
The wealthiest families in the world are no longer content to manage their affairs from a single centre.…
Unique AI’s Damien Piper: AI Agents Don’t Sleep – But They Do Report
At the Hubbis Malaysia Wealth Management Forum 2026, Damien Piper, Executive Director – Growth at Unique AI, examined…
The Hidden Risks of ‘Income for Life’ in Target-Date Funds
More and more target-date funds are coming with annuities advertising “income for life.” Issuers include BlackRock and Vanguard.…
Why Texas probate still depends on paper wills
Q: I am wondering why, in 2026, we are still searching desk drawers and file cabinets for wills once…
Wealth Management EDGE Live Blog
Making the Case for Annuities Pacific Life’s Orian Williams RIA have historically stayed away from annuities because of…
Report Finds Over 45% of U.S. Households Can’t Cover the Basics — Here’s How to Make Sure Yours Can
The Brookings Institution recently dropped a number that should turn your stomach. In 2024, 45.5% of U.S. households…
A Portfolio That Doubles Your Social Security Check—and Your Spouse’s
Quick Read A $1.2M portfolio blending covered-call funds, REITs, BDCs, and dividend blue chips at 7.2% generates $7,200…