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News
Widowed Americans feel confident yet crave a financial sounding board
1+ day, 12+ hour ago (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...
Wealth.com secures &Partners deal as estate planning tech surges
4+ day, 20+ hour ago (527+ words) &Partners, the fast-scaling hybrid RIA firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning solution, giving more than 100 advisors access to a single, standardized planning system. The rollout, which began in August and…...
The great wealth transfer is really a trust transfer, not a check
2+ week, 1+ day ago (485+ words) For years, our industry has talked about the great wealth transfer. We talk about trusts, estate plans, tax strategies, beneficiaries, and the trillions of dollars expected to pass from one generation to the next. All of that planning matters. But…...
Wealth transfer timing: why waiting is the costliest mistake families make
2+ week, 3+ day ago (885+ words) Warren Buffett's announcement in July that he plans to distribute the remainder of his Berkshire Hathaway shares over eight years rather than leave them to an estate has surfaced a question many wealthy families keep deferring: when is the right…...
Those without kids less confident about retirement savings, but why?
3+ week, 3+ day ago (616+ words) Having children typically adds costs to the household budget, so it might seem surprising that parents appear more confident about their financial future than those without kids. But a new study reveals that while only 54% of Americans without children said…...
Mass affluents are saving less in anticipation of inheritance. But there’s a big problem
1+ mon, 3+ week ago (565+ words) Most mass affluent Americans are making financial decisions based on a future inheritance but ignoring a critical issue that could derail their finances. Nearly two thirds of respondents to Key Wealth's 2026 Inheritance Pulse Poll who anticipate an inheritance say the…...
Less visible life transitions require wealth planning as well
6+ mon, 2+ week ago (52+ words) InvestmentNews Less visible life transitions require wealth planning as well Horizon Kinetics ETF offers unique inflation fighting strategy Lazard portfolio manager highlights the hottest emerging markets Why REITs will right themselves in 2026 Get unlimited access to InvestmentNews Subscribe for just…...