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Michael Jackson passed away more than $500M in the red
Court filings by executors of his now $2B estate reveal the King of Pop’s dire financial straits at the time of his death in 2009.
Nvidia CEO Huang’s multibillion-dollar charitable windfall puts philanthropic strategy in focus
The AI superstock's blistering rally has inflated his private foundation's assets, making it harder to clear a key legal threshold.
For songwriters, it’s about pitch-perfect planning
Tennessee-based advisor David Adams unpacks financial complexities and quirks for clients in the music business – and beyond.
Estate tech provider wealth.com launches family office suite
The digital estate planning firm has also tapped a Commonwealth Financial veteran to help strengthen its HNW and UHNW planning offerings.
Special needs clients require special care
‘The succession plan for clients is the most important because the assets need to survive for the child.’
For two-fifths of Gen X, retiring securely will take a “miracle”
Survey finds North American Gen Xers feel alone on their path to retirement readiness amid worries of public debt, healthcare costs, and inflation.
Why female business owners often need a nudge when it comes to succession planning
Entrepreneurs tend to procrastinate when it comes to creating business succession plans. Advisors need to hasten the conversation.
Why entrepreneurs are different when it comes to financial planning
Entrepreneurs constantly need to choose between investing in their businesses and their personal accounts.
After growing 81.5% over 20 years, household debt is at a historic high
Analysis of Federal Reserve data finds student loan debt quadrupled, while mortgages make up the lion’s share of total debt.
Rich Americans confident on money management, but not so much about retirement
Affluent individuals estimate they’d need a $3M retirement nest egg, and just half are prepared to transfer their wealth.
With an ocean of resources, investors are surfing their way to confidence
Schwab survey shows optimism cutting across generations as investment advice, education, and tools become more available.
Women are less hopeful they’ll be richer than their parents in retirement
New survey findings reveal gender-based and generational gaps in adults’ retirement wealth expectations.
Nine-tenths of parents value college, but less than half ready for the first tuition payment
Survey unravels diverse approaches to paying for college, including 529 accounts, student loans, and dipping into retirement savings.
New report projects $31T wealth transfer among world’s richest by 2033
The report offers a generational and geographic breakdown of the trend, as well as crucial shifts in drivers and motivators for inheritance.
More than half of widowed women staggered by financial woes
New national poll of bereaved women reveals a “tremendous financial burden,” particularly for those who weren’t prepared.
As clock ticks on succession boom, a third of business owners don’t have a plan
Edward Jones survey casts a spotlight on challenges, generation gaps, and catalytic factors in business succession planning.
A multi-generational approach to financial planning
‘Next generation clients require a lot of guidance in building up their success,' says director of financial planning.
More DIY investors want an advisor in their corner
Cerulli research finds two-fifths of self-directed investors are willing to pay for human advice, opening opportunities for providers.
Canadian fintech Conquest boosts AI-powered financial planning platform
The wealth tech firm’s updates will help advisors on the Pershing X platform gain deeper insights and navigate plans more easily.
Retirement guidance tops list of workers’ most-wanted financial perks
Morgan Stanley research reaffirms the benefits of retirement and financial guidance, with four-fifths of employees looking to accelerate their planning.
