Times are changing and, regardless of gender, every investor has specific needs and perceptions.

Bernie Sanders’ “Extreme Wealth Tax” targets the top 0.1% of U.S. households and would raise an estimated $4.35 trillion over the next decade.

About 42% of family offices around the world are raising cash reserves.

Robert Smith, the founder of private equity firm Vista Equity Partners, first disclosed the gift in May during the graduation ceremony.

This massive generation faces unique problems; here are some potential solutions.

The more money people have, the more they tend to have it in non-traditional assets.

Three practitioners share their thoughts and experiences.

A reputational and ethical vulnerability your clients may not have considered.