How much inheritance is enough?
UBS experts share guidelines for finding a balance that reflects clients’ family values.
Comment & Analysis
5187 articles found
How socialite Katherine Keating dragged brother into the 'Epstein files' – as the Australian prime minister's son reveals the innocent truth about an explosive email exchange
Patrick Keating was referenced in email with Jeffrey Epstein
How The Millionaire Next Door reshapes client advice
That question remains relevant for RIAs who work with clients with financial behavior that does not always match outward appearances.
Billionaire wealth jumps three times faster in 2025 to highest peak ever, sparking dangerous political inequality says Oxfam
Billionaires 4,000 times more likely to hold political office than ordinary people
Gen X and Millennials Will Inherit Trillions in Real Estate Over the Next Decade
How luxury homeowners are preparing their children for the great wealth transfer
2026 Wealth Shock: 0.001% Now Own Triple the Bottom Half
The latest World Inequality Report, prepared by a consortium of economists including Thomas Piketty, sets out the new global baseline.
Wealth Insight Partners Named to Forbes' 2026 Best-In-State Wealth Management Teams
Recognition Honors Firm's Plan-Driven Approach and Commitment to Clients with Complex Financial Journeys
Advisors Using New Tools To Free Up Time For Wealthy Clients, BlackRock Survey Says
The takeaway is that advisors who want to serve high-net-worth individuals—and the growing amount of assets they command—will need to modernize their operating models.
“Ambition gap” widening as one in four UK adults have no financial aspirations for the next decade
The final chapter of SJP’s Real Life Advice Report reveals how sustained cost-of-living pressures and economic uncertainty are eroding people’s confidence in the future, creating apathy towards planning beyond the present.
Why Global Elites Are Choosing Ultra-Private USD 5 Million-Plus Homes in Miami
Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities.
Should private banks double down on asset servicing, or step back?
At the same time, banks faced rising costs from regulation, digitalisation, client demands, and the shift to alternatives.
BlackRock to trim around 1% of global headcount – report
The announcement comes as part of the firm’s customary review intended to enhance operational efficiency.