Four key considerations for advisors.

Almost 50% of pension funds, insurers or other investors already have money in funds that have little hope of liquidating their assets or raising a successor vehicle, according to Coller Capital.

Corporation redemption obligation isn’t a liability that reduces the value of the decedent’s shares

According to the new Capgemini World Wealth Report, advisors and families offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.

The United States opposes Brazil's proposed 2% annual tax on the ultrawealthy.

Will the court allow its modification?

Banks including Goldman Sachs Group Inc., Citigroup Inc. and Wells Fargo & Co. have announced plans to cobble together more than $50 billion to plow into private credit in recent months.

A growing number of financial elites are throwing their weight behind Trump, who was found guilty in the first criminal trial of a former US president.

How does the RIA industry justify acquisitions with high-flying multiples while net organic growth stagnates?

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.