Individual Wealth

Money managers for the ultra-wealthy plan to increase their allocation to private equity in 2023, according to a new survey.

Family discord and mental health struggles lead to unfortunate outcome.

Tools to use when portfolios have taken a hit.

The gap is highest among the most-skilled and lowest among front-line workers, study finds.

Seventy million baby boomers are preparing to pass an estimated $15 trillion in assets to younger cohorts in the next 10 years.

Given the difficult market conditions over the past year and increasingly competitive financial planning landscape, 2023 may be the right time to consider building out your firm’s offerings.

The Milken Center's first major research project combines data on health, safety, personal freedom and other categories, with Massachusetts coming out on top.

Holding on to generational assets like mineral rights, rather than selling them off before you pass on, could hold several benefits for your beneficiaries.

A new study shows why millennials may need to scrimp and save to equal their parents’ financial success.