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| Sep 30, 2026 | Pravar AI Launches Wealth OS to Bring White-Glove Service to Every Client | Pravar for Advisors prepares advisors to act before the client asks, deepening relationships and winning a larger share of each family's wealth. NEW YORK, NY, UNITED STATES, September 30, 2026 /EINPresswire.com/ -- Pravar AI today launched ... |
| Sep 29, 2026 | Cynthia Luna's "The Wrong Room" Debuts on Inside Success TV as Women Reshape the Future of Wealth | Cynthia Luna, founder of Moonshot Financial Group, shares her story of resilience and reinvention in a new Women in Power feature on Inside Success TV, connecting her personal journey to a historic shift in who controls America's wealth.
WA... |
| Jul 17, 2026 | How big is the great wealth transfer? It could be over $100 trillion or $36 trillion | Cerulli Associates has estimated that older generations will leave over $100 trillion to heirs in the coming decades. A new study from Visa, however, says boomers will only leave $36 trillion.
There are differences between the two studies, ... |
| Jun 28, 2026 | IRAs hold trillions more than 401(k) plans — yet people hardly save in them | Individual retirement account assets exceed those of 401(k) plans by trillions of dollars.
Annual rollovers from 401(k)-type plans to IRAs are set to exceed $1 trillion within years as baby boomers hurtle into retirement.
Many investors may... |
| Jun 25, 2026 | U.S. giving topped $600 billion for the first time last year. Megadonors and bequests are to thank | U.S. philanthropy continues to grow, hitting a record $617.2 billion in 2025, according to the latest Giving USA report.
The stock market rally turbocharged charitable giving but primarily from wealthy donors and their estates.
The rise in ... |
| Jun 22, 2026 | The new arms race in wealth management: Winning the ultra-wealthy | Tune in to CNBC all day for coverage of this year’s Elite Advisors
More wealth management firms are seeking growth by chasing the surging ranks of the ultra-wealthy and their more profitable accounts.
CNBC’s inaugural Elite Advisors list fo... |
| Jun 22, 2026 | How we determined the CNBC Elite Advisors list for 2026 | Tune in to CNBC all day for coverage of this year’s Elite Advisors
Independent registered investment advisors, or RIAs, that manage clients with investable assets of $25 million or more in the United States were eligible for this year’s lis... |
| Jun 22, 2026 | CNBC Elite Advisors: Top ultra-high net worth wealth management firms for 2026 | CNBC Elite Advisors is CNBC’s new list of leading wealth management firms serving high net worth and ultra-high net worth clients.
UHNW wealth management is generally designed for individuals or families with $20 million to $30 million or m... |
| Jun 22, 2026 | The No. 1 question ultra-high net worth families should ask a financial advisor | Tune in to CNBC all day for coverage of this year’s Elite Advisors
Financial advisors are increasingly seeking to win business from ultra-high net worth clients.
UHNW households often have at least $20 million in investable assets, and requ... |
| Jun 17, 2026 | Blue Sands Wealth Highlights the Great Wealth Transfer as a Defining Opportunity for Women and Their Estate Planning | Letitia Berbaum, Founder of Blue Sands Wealth, Presentation on Women and the Great Wealth Transfer
Letitia Berbaum, Founder of Blue Sands Wealth, Presenting in Idaho Office
Blue Sands Wealth IRVINE, CA, UNITED STATES, June 17, 2026 /EINPres... |
| May 20, 2026 | US Wealth Management Technology in 2026: SEC Withdraws Predictive-Analytics Rule, AI Co-Pilots Move Into Production | Share
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In July 2023 the Securities and Exchange Commission proposed rules under both the Securities Exchange Act and the Investment Advisers Act aimed at preventing conflicts of interest in firms’ use of predictive da... |
| Apr 2, 2026 | Givers’ regret: What happens when wealthy parents try to claw back fortunes from their kids | The rich can save big by gifting assets before they die, but some come to regret it when they end up in a cash crunch.
Some wealthy parents are looking to claw back some of their children’s fortunes, lawyers and advisors told Inside Wealth.... |
| Mar 24, 2026 | More women are entering wealth management, but few are in advisory roles, study finds | More young women are joining the ranks of wealth management, but not in the roles that are more likely to be better-paid and lead to executive roles, according to a recent study by Fintrx.
While women make up more than a third of registered... |
| Mar 22, 2026 | Financial Advisor Playbook
When it comes to private credit, ‘some caution is reasonable,’ advisor says. What to know | Private credit funds make loans to companies, often paying investors in the fund higher interest due to illiquidity and risk involved.
Certain semi-liquid private credit funds have seen high redemption requests from investors this year, rai... |
| Mar 16, 2026 | US X-Venture & India’s SbInfowaves Announce Global Alliance To Launch ‘Agentic AI’ Marketing Infrastructure For USA-SMEs | X-Venture. USA and
Announce Strategic Partnership to Modernize SMEs for AI Era & Succession Planning.
Alliance integrates capital advisory with Agentic AI to assist business owners during the projected $84 trillion “Great Wealth Transfe... |
| Mar 14, 2026 | Older women set to inherit most of $54 trillion in ‘great wealth transfer’ to widowed spouses | An estimated $54 trillion is expected to pass on to spouses during the so-called great wealth transfer, with $40 trillion of it going to women who are baby boomers or older, the research shows.
This is largely because the average life span ... |
| Mar 1, 2026 | Women's Wealth Boom: Seizing the Trillion-Dollar Investment Era | Women are poised for an unprecedented financial surge. The "Great Wealth Transfer" will channel trillions in wealth, significantly boosting their economic power. U.S. investable assets controlled by women are forecast to nearly do... |
| Feb 26, 2026 | Women’s wealth is expected to boom: Where they are investing and how they can maximize returns | Cerulli Associates sees $105 trillion in wealth getting passed down to heirs through 2048.
Women’s investable assets in the U.S. are expected to nearly double by 2030, the consulting firm found.
Women should make sure they have the right ba... |
| Dec 23, 2025 | FINNY: $17 Million Series A Raised To Expand AI Prospecting And Marketing Platform For Financial Advisors | FINNY AI, an AI-powered prospecting and marketing platform built specifically for financial advisors, has raised $17 million in Series A funding to scale product development and go-to-market efforts amid renewed industry emphasis on organic... |
| Dec 19, 2025 | Classic-car market poised for strong 2026, says Hagerty CEO | The strength in the classic-car market is expected to continue in 2026, Hagerty CEO McKeel Hagerty told CNBC.
The biggest driver is a new generation of collectors, who are more comfortable buying online, with online classic-car sales surgin... |
| Dec 16, 2025 | 401GO Secures $33M to Disrupt 401(k) Market | 401GO, a Utah-based fintech firm, just raised $33 million. This Series B round was led by Centana Growth Partners. Existing investors also participated. The funding fuels expansion. 401GO focuses on a fully-owned 401(k) platform. It aims to... |
| Dec 10, 2025 | 401GO: $33 Million Raised To Advance Expansion Of Its Fully Owned 401(k) Platform | 401GO has secured a $33 million Series B funding round led by Centana Growth Partners, with additional participation from existing backers Next Frontier Capital, Rally Ventures, and Impression Ventures. The company, based in Sandy, Utah, pl... |
| Nov 17, 2025 | Modernizing The Way Families Manage And Transfer Wealth: An Interview with Dr. Kirby Rosplock, Founder and CEO of Tamarind Learning | Share
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Kirby Rosplock is the CEO of Tamarind Partners and the CEO and Founder of Tamarind Learning – an edtech platform revolutionizing wealth education through immersive, self-paced courses that empower the next gene... |
| Nov 7, 2025 | ETF Edge
$1.7 trillion-dollar ETF giant State Street says 401(k) market about to face new low-cost challenger | State Street, which manages roughly $1.7 trillion in ETFs, is planning to offer traditional mutual fund versions of its exchange-traded funds in the retirement plan market, including 401(k) and 403(b) plans.
Its ETFs include the oldest and ... |
| Nov 2, 2025 | Fixed Income Strategies
These inherited IRA mistakes could reduce your windfall, advisors say. How to avoid them | If you’re a non-spouse heir, the rules for inherited IRAs are complicated, and mistakes can be costly, experts say.
Many accounts must be emptied within 10 years, and some heirs must start taking required minimum distributions in 2025 to av... |
| Oct 29, 2025 | First Partner Jennifer Siebel Newsom launches California Women’s Wealth Advisory Council | “GingerBread Capital’s mission has always been to steer more capital into the hands of women founders and funders who are innovating and transforming our future economy, and who are a driving force in creating more equitable economic opport... |
| Oct 27, 2025 | Knomee Debuts Free Trial, Expanding Behavioral Intelligence in Wealth Management | Knomee Debuts Free Trial, Expanding Behavioral Intelligence in Wealth Management
New finance platform gives FAs & wealth management firms no-cost way to accelerate planning conversions, retain next-gen clients & simplify advisor tra... |
| Oct 24, 2025 | Financial Advisor Playbook
Inherited IRAs have a key tax change for 2025. What to know to avoid a penalty of up to 25% | There is an inherited IRA change for 2025 that could trigger an IRS penalty of up to 25% before year-end.
Starting in 2025, certain non-spouse heirs, including adult children, must start taking required minimum distributions while emptying ... |
| Oct 17, 2025 | These ETF mistakes can ‘quietly erode long-term returns,’ advisor says | The exchange-traded fund market has surpassed $11 trillion, near a record high, with $511 billion of inflows during the first half of 2025, Cerulli Associates reported this week.
Despite growing popularity, “we are seeing some common mistak... |
| Oct 16, 2025 | Few heirs keep their parents’ wealth advisors — most wealthy benefactors don’t mind | Sign up for the new Inside Alts newsletter
Only 27% of affluent investors expecting an inheritance plan to keep the wealth advisor who managed those riches, per a new survey. For those who have already received their inheritance, the percen... |
| Oct 14, 2025 | Rockefeller Capital secures backing from Chanel dynasty’s family office and others | Sign up for the new Inside Alts newsletter
Rockefeller Capital Management, the wealth manager born from the Rockefeller heirs’ family office, is valued at $6.6 billion after new investment, CNBC has learned.
The recapitalization was led by ... |
| Sep 3, 2025 | The 25-year housing surge and why the boom is just beginning | That’s a 20–45% expansion in workforce demand over the next decade. At the same time, many older agents are retiring, creating natural turnover. ATTOM’s lending data shows purchase activity rose in 97% of metro areas in Q2 2025 — particular... |
| Aug 23, 2025 | What wealthy parents need to know about giving real estate to their kids | Baby boomers and the silent generation own nearly $25 trillion in real estate combined.
Inheriting real estate, especially luxury vacation homes, can trigger family feuds over a slew of issues from upkeep costs to redecorating rights.
Lawye... |
| Aug 22, 2025 | Family values as business strategy: how to raise heirs who preserve the legacy | Share
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Society stands on the brink of a massive shift, the so-called Great Wealth Transfer. Over the next 20–25 years, more than $83 trillion will change hands, according to the UBS Global Wealth Report, with $9 trill... |
| Aug 12, 2025 | 401(k) Evolution: Alternative Assets Bring Opportunity and Peril | A new presidential order reshapes 401(k) plans. It allows alternative assets like private equity and cryptocurrency. Proponents foresee market-beating returns. They aim to democratize investment access for everyday Americans. But financial ... |
| Aug 10, 2025 | Trump's 401(k) order offers retirement savers crypto, private assets, but also higher fees and more risk | Trump's 401(k) order offers retirement savers crypto, private assets, but also higher fees and more risk
By Suzanne McGee and Isla BinnieAugust 10, 202510:08 AM UTCUpdated ago
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| Aug 4, 2025 | How to create an ETF investment strategy. You’ll need it when markets get ‘crazy,’ advisor says | Exchange-traded funds have attracted new investors because of lower associated costs and tax advantages, financial advisors say.
The baskets of securities can also be bought and sold during the day.
Despite that flexibility, it’s important ... |
| Aug 3, 2025 | New guide to wealth terminology aims to ‘counteract some of the BS’ for investors | The Ultra High Net Worth Institute recently unveiled its “Wealthesaurus”— a list of over 80 terms commonly used and abused in the wealth management business.
The competition for ultra-wealthy investors and family offices has grown fierce am... |
| Jul 11, 2025 | How Iconiq, the wealth firm backed by Mark Zuckerberg, brings ultra-rich philanthropists together | Philanthropy is facing a crisis with the tax-and-spending bill targeting wealthy donors and the social safety net.
Iconiq, the wealth manager that counts Mark Zuckerberg as a client, gets entrepreneurs to band together to tackle global issu... |
| Jun 7, 2025 | The AI Revolution: A New Era for Chief Product Officers | The landscape of product management is shifting. The rise of artificial intelligence (AI) is not just a trend; it’s a seismic shift. Chief Product Officers (CPOs) are at the forefront of this transformation. They are the navigators in a sto... |
| Jun 5, 2025 | Wealthy inheritors plan to fire their parents’ wealth advisors | Eighty-one percent of younger people who are set to inherit large wealth from their families plan to replace their parents’ wealth management firms, according to a new survey from Capgemini.
Millennials and Gen Zers said they were unimpress... |
| Mar 12, 2025 | This One Demographic Will Receive 'Most' of the $124 Trillion Great Wealth Transfer: 'More Money Than Ever Before' Close to $100 trillion of the great wealth transfer will go to women. | The great wealth transfer refers to the $124 trillion expected to shift from Baby Boomers and older generations to their heirs by 2048. That's more than the total global GDP of $115 trillion for 2024.
And one key demographic stands to benef... |
| Mar 12, 2025 | Women will get most of the $124 trillion ‘great wealth transfer.’ Here’s why | An estimated $124 trillion will change hands by 2048 as part of the greatest generational wealth transfer in history.
Women stand to benefit disproportionately, studies show.
Here are a few key considerations to help prepare.
As part of the... |
| Jan 23, 2025 | Cornerstone Wealth Advisors, Inc. Strengthens Leadership to Guide Multi-Generational Wealth Management | Michael Quattrochi, Chuck Walker, and Chase Walker of Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors names Michael Quattrochi and Chase Walker as Partners, enhancing leadership to guide multi-generational wealth management in... |
| Apr 25, 2024 | Federated Hermes, Inc. reports first quarter 2024 earnings of $0.89; Board declares cash dividend of $1.31 ($0.31 quarterly and $1.00 special) | Total assets under management reach a record $778.7 billion
Money market assets reach a record $578.8 billion
Q1 2024 earnings per diluted share of $0.89
Quarterly dividend increased by 10.7% to $0.31
Special dividend of $1.00 is the sixth ... |
| Apr 1, 2024 | BlackRock купит компанию SpiderRock, управляющую активами на $4,8 млрд | BlackRock Inc. заявила, что приобретает SpiderRock Advisors, компанию по управлению активами и технологиям, чтобы расширить свои индивидуальные инвестиционные стратегии для богатых клиентов.
Сделка увеличит возможности BlackRock предлагать ... |
| Mar 19, 2024 | The road to working with Merrill Lynch's wealthy clients includes graded exams, hitting asset goals, and landing your own clients. One trainee told us how it works. | Finance The road to working with Merrill Lynch's wealthy clients includes graded exams, hitting asset goals, and landing your own clients. One trainee told us how it works.
Hayley Cuccinello
2024-03-19T16:37:11Z
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| Dec 14, 2023 | Pontera Raises $60M to Allow Financial Advisors to Help Clients with their 401(k)s and other Retirement Plans | 56% of Americans feel they are not on pace to have enough to last through retirement. Among those nearing retirement age (60-67), the figure drops to just 24%. Taking advantage of a 401(k)’s tax-deferred and employer contribution benefits a... |
| Nov 1, 2023 | The Biden Administration wants to close a retirement savings 'loophole' that could be costing you 20% on your investments | Economy The Biden Administration wants to close a retirement savings 'loophole' that could be costing you 20% on your investments
Juliana Kaplan
2023-11-01T09:58:01Z
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| Oct 31, 2023 | 'BlackRock has a lot of catching up to do': Why Larry Fink's fund giant is ramping up lending efforts | Premium Finance 'BlackRock has a lot of catching up to do': Why Larry Fink's fund giant is ramping up lending efforts
Rebecca Ungarino
2023-10-31T18:41:26Z
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| Oct 19, 2023 | 5 Keys to Estate Planning: What to Know if You’re Just Getting Started | (BPT) - By John Clidas, Synovus Trust Company
How would things play out if something happened to you yesterday? With National Estate Planning Awareness Week upon us, it serves as a perfect reminder to ensure your affairs are in order to hel... |
| Sep 7, 2023 | Fintech Company Alix Secures $5.5 Million To Unlock $84 Trillion In Wealth Transfers | As baby boomers age, $84 trillion in wealth will be passed along from one generation to the next. Alix |
| Jun 30, 2023 | Solving The Last Mile of Retail Investing | Despite the convenience of commission free brokerages, retail investors are still hitting a roadblock when it comes to participating in the stock market. I conducted a survey of 100 active investors, and the result showed that a lack of tim... |
| Oct 27, 2022 | Fintech Startup Atomic Has A Plan For Blowing Up The $8 Trillion ETF Industry | Stock market information on the floor of the New York Stock Exchange (NYSE) in New York, US, on ... [+] Tuesday, May 31, 2022. Photographer: Michael Nagle/Bloomberg© 2022 Bloomberg Finance LP |
| Mar 9, 2022 | Women are underrepresented in investing — here are 4 ways we can close the gap and work toward equality | Advertisement
Alyssa Powell/Insider
Women are underrepresented in investing, both professionally and as general consumers.
Women see larger long-term investing returns than men, as do companies with more equal workforces.
Improving financia... |
| Dec 8, 2021 | Increased Access To Private Markets Expands The Opportunity Set For Financial Advisors | Futuristic Globe with connection network glowing on the hand of Ai robot suitable for future ... [+] technology artwork getty |
| Nov 5, 2021 | Estate Financial Planning: Preparing Clients and Their Families | Estate financial planning isn't something that most want to think about, and for good reason. Because asking the question "What happens to my wealth after I'm gone?" is bound to cause some uncomfortable thoughts, many clients simp... |
| Oct 27, 2021 | Going Independent: How to Become a Registered Investment Advisor | Whether you're an employee at a wirehouse or a registered representative of an independent broker-dealer (IBD), you've decided that it's time for the next stage in your career: You're going to transition into a registered investment advisor... |
| Mar 11, 2021 | Gartner predicts 75% of VCs will be using AI instead of their ‘gut feel’ to make decisions by 2025 — a path that companies are already discovering | Global research firm Gartner predicts that 75% of venture capitalists and private equity investors will use artificial intelligence (AI) to make their investment decisions by 2025.
Investing in startups is just as, if not more, risky than i... |
| May 15, 2020 | An M&A Lesson From The Last Dance | Wealth managers thinking about retirement can learn a lot from Michael Jordan and the ’97-’98 ... [+] Chicago BullsSporting News via Getty Images |
| Sep 19, 2016 | Robo-Advisors Poised to Take Off in Singapore and Hong Kong | Automated investing services, also known as robo-advisors, are growing rapidly as they seek to provide customers with low-cost portfolios designed accordingly to each investor’s risk tolerance.
According to Cerulli Associates, a financial s... |
| How Gen X and millennials are changing the face of the traditional family office as they inherit over $80 trillion | As the baton of wealth is inherited by younger generations, the heirs of wealthy families are taking a more active role in the impact they seek to create in the world by using the traditionally monolithic family office for more innovative, ... |
| There’s a growing interest in direct indexing as the investing trend becomes ‘democratized’ | There's a growing interest in direct indexing, buying the stocks of an index, rather than a mutual or exchange-traded fund, to achieve goals like tax efficiency, diversification or values-based investing.
While fees and account minimums are... |
| Women are underrepresented in investing — here are 4 ways we can close the gap and work toward equality | Alyssa Powell/Insider
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| Fund managers like BlackRock and Invesco are shaking up the way they sell funds, updating pay and hiring for new roles | Because of remote work, management firms' armies of wholesalers are changing the way they sell funds to financial advisors. Samantha Lee/Insider This story is available exclusively to Insider subscribers. Become an Insider and start reading... |
| Retirees’ biggest fear is outliving their assets, research finds. These tips can help | As saving for retirement has become more of an individual obligation, many workers and retirees wonder if they have enough money saved.
New research shows the biggest concern among those cohorts is outliving their assets.
While there is no ... |
| Is it a great wealth transfer or retirement savings crisis? It can be both, expert says | Even as an estimated $84 trillion is poised to transfer from older to younger generations, many Americans worry they won’t achieve financial security in their elder years.
Wealth inequality has led to discussion of both a great wealth trans... |
| Generative AI has landed on Wall Street. Here’s how it can help propel ‘massive’ revenue growth | Experts expect generative AI to transform the way wealth management firms do business.
Gen AI can have a powerful impact when combined with other AI technologies, according to PwC.
BlackRock and Morgan Stanley are among the big firms that h... |
| ETFs will soon beat mutual funds among financial advisor holdings, report finds | Financial advisors expect to hold more client assets in exchange-traded funds than mutual funds by 2026, for the first time, according to Cerulli Associates.
ETFs generally have certain advantages over mutual funds relative to taxes, fees, ... |
| Gen X stands to gain the most wealth from the $84 trillion wealth transfer | While millennials and members of Generation Z are expecting the biggest inheritances in the coming years as baby boomers pass down their fortunes, Gen Xers will likely get the largest windfalls in the near term.
According to Wealth-X, the a... |
| How President-elect Donald Trump’s policies may affect investors in these 8 market sectors | President-elect Donald Trump’s policy agenda, from tariffs to deregulation, carries risks and rewards for different investment sectors, market experts said.
Here are the big factors that may impact autos, banks, building materials and const... |
| Assets in U.S. exchange-traded funds topped $10 trillion. Here are trends for investors to watch, experts say | Assets in U.S. exchange-traded funds have topped $10 trillion for the first time in November, according to the latest data from Cerulli Associates.
As 2024 comes to a close, here are some ETF trends that dominated the year, based on the lat... |
| Citi wealth exec lays out how it's tapping into the independent advisor boom to win over more Main Street investors | David Poole, head of US consumer wealth management at Citi. Citi This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
Citi is now extending premium banking and lending to RIA clients through i... |
