Wealth Planning

The landscape has shifted greatly in the past 18 months.

The Organization for Economic Cooperation and Development said a minimum rate could ultimately raise government incomes by $150 billion a year, while new rules would reallocate $125 billion of profits to be taxed in nations where big corporations...

Simplify Asset Management has launched a new fund, the Simplify Health Care ETF (PINK), that has pledged to donate its fee profits to Susan G. Komen for the Cure.

Family offices made up 4.2% of the roughly 23,000 venture capital deals worldwide this year through Aug. 31, more than double their share a decade ago.

In this week's fund news, cryptos collide with the insurance world and other developments, RetireOne brings novel unbundled annuity to fee-based advisors, and VanEck's newest moat ETF adds an ESG screen.

Slowly, advisors are beginning to understand that shorter, online, on-demand video makes sense. It’s about time.

As of June this year, Generation X held 28.6% of the nation’s wealth, up 3.9 percentage points from the first quarter of 2020.

He’s suing for his share of the estate after executor rejected his demand.