Individual Wealth

Ray Dalio and the Koch family have pioneered philanthropy through the 501(c)(4). More than just a charity, it can avoid punishing taxes, retain business control and even influence politics.

The agency says an army of new auditors could help raise as much as $1 trillion by forcing tax evaders to pay their fair share.

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.