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News
Widowed Americans feel confident yet crave a financial sounding board
2+ day, 17+ 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…...
The great wealth transfer is really a trust transfer, not a check
2+ week, 2+ 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…...
Family offices shun hedge funds and private credit in favor of direct deals
3+ week, 6+ day ago (1040+ words) The newest generation of family offices is turning its back on hedge funds and private credit at a striking rate, gravitating instead toward direct investments and private equity as the defining strategies of their portfolios. According to FINTRX's Q2 2026 Family Office…...