Wealth.com Raises $65M, Adds Dynasty as Investor
By Janet LevauxExisting investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
April 15, 2026
Bill Revives Plan for Surtax on MillionairesThe Millionaires Surtax Act would levy an additional 10% tax on incomes above $1 million per person.
April 15, 2026
Life and Annuity Issuers Might Be Buying More Private CreditRetail investors' fear is boosting spreads for institutional investors with strong stomachs.
April 15, 2026
Mark Mobius, Emerging Markets Investing Pioneer, Dies at 89In his 30-plus years with Franklin Templeton, he focused on money-making opportunities in spots like Asia and Latin America.
April 15, 2026
Why Trusts Matter More Than You ThinkAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
April 15, 2026
6 New Findings on What Drives Advisors' Happiness: KitcesOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
April 15, 2026
Jeremy Grantham: AI Mega-Bubble Meets a Dangerous Global BackdropThere's "no room for excitement" in market forecasting, GMO's co-founder tells ThinkAdvisor. But he sees trouble ahead.
April 15, 2026
DOL Retirement Unit Chief Sets Enforcement PrioritiesDaniel Aronowitz, head of EBSA, states in a new bulletin that EBSA will not use enforcement to drive policy.