Install
- 934articles · 365d
- 1+ day agolatest article
- Sep 24, 2025earliest in window
- 92%with images · 13 videos
- 360avg words
- business 734
- markets 251
- finance 241
- wealth management 203
- investing 199
- technology 195
- artificial intelligence 186
- business news 146
- asset management 143
- ai 142
- personal finance 137
- economy 117
- companies 116
- stock 93
- retirement 90
- innovation 79
- money 79
- mergers & acquisitions 75
- industry news 72
- financial planning 68
- Finance & Business 913
- Economy, Business & Finance 838
- Finance 626
- News 236
- Crime, Law & Justice 45
- Business & Industrial 35
- Crime & Law 13
- Real Estate 10
Please confirm you are human
This browser or connection looks automated. Press and continuously hold the control for 3 seconds to enable Google-hosted web results and, when separately allowed, AI-assisted answers.
A successful check enables 100 search requests. Interactive access does not authorize scraping, systematic collection, or reuse of search output.
News
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…...
Wealth Enhancement enters Alabama with RIA managing $462M in client assets
1+ mon, 1+ week ago (295+ words) Wealth Enhancement has agreed to acquire Cloud Investments, LLC, a registered investment advisor headquartered in Huntsville, Alabama, adding more than $462 million in client assets under management and opening the company's first offices in the state. The transaction, terms of which…...
Estate planning gaps leave families facing steep probate costs, new report finds
1+ mon, 2+ week ago (572+ words) The cost of settling an estate can vary dramatically depending on where someone lives, and those differences are increasingly shaping how Americans approach estate planning. A new report from LegalZoom finds probate costs on a $500,000 estate range from about $5,000 in…...
Why the biggest risk in wealth transfer isn't taxes. It's silence
1+ mon, 2+ week ago (698+ words) The Great Wealth Transfer is reshaping the financial advice industry, but Charles Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement in New York, says advisors are focused on the wrong problem. Moving money efficiently, he argues, is the…...
One year of the OBBBA: How advisors are replanning around its biggest provisions
1+ mon, 2+ week ago (289+ words) For advisors, 2026 is the first full year all of these provisions are in effect simultaneously — and the planning implications are still being digested. Three advisors describe the provisions that have changed their client conversations most, which ones remain underused, and…...
Want to win in the advisor wars? Then make sure you’re offering plenty of choices
1+ mon, 3+ week ago (494+ words) Choice and culture are key weapons in the advisor playbook when it comes to battling market volatility, according to Centaurus Financial. While the financial advisory industry has seen widespread consolidation in recent years, the national independent broker-dealer offers its network…...
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…...
Estate planning becomes a client retention issue for financial advisors, survey finds
2+ mon, 1+ week ago (544+ words) Estate planning is becoming less of an optional service and more of an expectation among advisory clients, with new research suggesting firms that fail to offer it could risk losing business. According to Trust & Will’s 2026 Financial Advisor Report, 68% of advised…...
How financial advisors can guide widowed clients through grief
2+ mon, 2+ week ago (742+ words) When a client loses a spouse, the emotional weight of grief and the pressure of immediate financial decisions can collide in ways that make planning sound nearly impossible. For financial advisors and wealth managers, the first weeks after a client's…...
Wealth.com raises $65M to become the all-in-one AI software for specialized planning?
3+ mon, 3+ week ago (221+ words) Michael Kitces is Head of Planning Strategy at Focus Partners Wealth, which provides an evidence-based approach to private wealth management for near- and current retirees, and Focus Partners Advisor Solutions, a turnkey wealth management services provider supporting thousands of independent…...