Carlyle Group Says Wealth Business Has Doubled Since 2023
By Preeti SinghIt rolled out new funds last year for individuals that buy and sell secondhand private equity fund stakes.
January 13, 2026
Average Social Security Checks Top $2,000: ReportThe monthly milestone is reached after a 2026 cost-of-living adjustment of 2.8%.
January 13, 2026
Trump Seems Uncertain About Senate ACA Subsidy Extension BillHe told a reporter he "might" veto an extension bill.
January 13, 2026
Creative Planning Scoops Up Swiss Wealth FirmThe deal is the mega-RIA's first international acquisition.
January 12, 2026
This Type of SALT Cap Workaround Is Not OK, Appeals Court ConfirmsCourts have upheld the IRS' position prohibiting charitable contribution-for-credit programs designed to offset cap effects.
January 12, 2026
Vanguard Completes Split Into 2 Advisory BusinessesThe investment giant has created two wholly owned U.S. investment advisors.
January 12, 2026
Top 10 Global Cities for the Ultra-Wealthy: 2025By 2040, Altrata's research indicates, Generation Z and millennials will comprise nearly 35% of the global rich population.
January 12, 2026
Tax Filing Season Opens Jan. 26A delay until February had been anticipated due to changes related to the One Big Beautiful Bill Act.