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NYC Lawyers Slam Pied-a-Terre Tax as a 'Half-Baked Money Grab'
By Laura Nahmias and Danielle Muoio DunnThe new tax is being implemented rapidly in part to generate revenue to balance the city's budget.
July 06, 2026
More Families Are Defining What Their Wealth Is Really ForMany families are moving beyond foundational governance tools, a report finds, to what the assets ultimately intend to support.
July 06, 2026
12 Countries With the Most Millionaires: 2026The world's millionaire population grew by 1.5% in 2025, UBS reports, corresponding to nearly 1 million new millionaires.
June 24, 2026
Wealth Survey Shows AI Losing Out to Humans in Key AreasThe HSBC poll shows that 62% of wealthy people still turn to human professionals as the main source of investment ideas.
June 23, 2026
College for Financial Planning Launches Generational Wealth Transfer DesignationTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 23, 2026
12 Global Cities With the Most Ultra-Wealthy ResidentsThe number of individuals with $30 million or more grew 30% in the past two years, Altrata reports.
June 22, 2026
Mass Affluent Investors Are Losing Interest in Wealth ManagersThese clients now get "something close to private-banking quality from AI," said Debasish Patnaik, a senior partner at McKinsey.
June 22, 2026
Why 'Move to Florida' Is Not a State Tax PlanAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.






