Breaking from the notion of a “starter home” that older generations embraced, wealthy millennials are going big.

Much of the tumult experienced by the nation throughout 2020 could drive a very active 2021 proxy season.

Key takeaways for getting out and staying out of filing delinquency trouble.

Hamilton Lane is acquiring Denver-based long-short equity fund manager 361 Capital, with more than $600 million of assets. It's the third acquisition in Hamilton Lane's 30-year history.

A major boon for PPLI policies.

With the Democrats controlling the House, Senate and presidency, there’s the real possibility that donors will have a lot less disposable income to give away.

The digital estate planning platform's leadership team will remain intact. NGL CEO Knut Olson says the deal is an "investment, not an integration."

The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion.

Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs.