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12 Countries With the Most Millionaires: 2025
By Michael S. FischerThe United States minted more than 1,000 millionaires a day in 2024, UBS' Global Wealth Report finds.
July 28, 2025
Income Annuities Meet Irrevocable TrustsFor the wealthiest clients, this combination can help establish a stable cash flow for future generations.
July 27, 2025
How Trump's Megabill Affects Qualified Business Income DeductionsTwo tax experts highlight key limitations around pass-through entities' 20% deduction for QBI.
July 24, 2025
Why Wealthy Couples Turn to Post-Nups to Clarify Asset DivisionThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
July 24, 2025
12 States Where It Takes the Most Income to Be in the Top 1%While economic conditions vary, it takes $731,492 on average to be part of this elite group, SmartAsset reports.
July 24, 2025
Summit Trail Exec Steps Down Two Months After Starting JobJeff Ringdahl said his role at the UHNW-focused RIA "wasn't the right long-term fit" for him.
July 23, 2025
Janus Launches New ETF as Investors Chase High Quality DebtThe Janus Henderson Asset-Backed Securities ETF will buy ABS with investment-grade ratings.