Wealth & Family Office समाचार
प्रतिष्ठित मीडिया संस्थानों की वास्तविक खबरें। हर हेडलाइन सीधे मूल स्रोत पर लिंक करती है — इस साइट पर कुछ भी स्वयं नहीं लिखा गया है।
‘Are we rich?’ The question billionaire and millionaire parents dread, and what happens when they dodge it ↗
Parents often hide the scale of family wealth, but it can leave heirs unprepared and spark conflict over philanthropy and succession
OpenAI and Anthropic poach Trump officials as industry fights for Washington’s trust ↗
AI labs have been looking to people with political experience as frontier tech is increasingly viewed as a national security issue.
OpenAI defends decision to fire researchers: 'These decisions were not about raising safety concerns or speaking out' ↗
OpenAI has defended its decision to fire three safety researchers for what the AI lab has described as a "significant breach of trust"
Five Things Every RIA Owner Must Know About Partner Buy-Ins ↗
Partner buy-in isn't just succession planning; it's a retention strategy, growth accelerator and legacy insurance policy rolled into one.
Talking Trusts & Estates for Advisors: Advantages and Disadvantages of Putting an Inherited IRA Into a CRUT ↗
Bryn Mawr Trust’s Jamie Hopkins details the pros and cons of putting an inherited IRA into a charitable remainder unitrust.
Gen Z is spending more on art than ever before. It’s a key piece of the Great Wealth Transfer, UBS says ↗
Gen Z, whose oldest members are just 29, made up nearly half of high-net-worth collectors who purchased artwork priced about $1 million.
Schwab Sells Forge Trust to Self-Directed IRA Platform Alto ↗
The move comes about a year after Schwab bought parent Forge Global Holdings to expand its private market capabilities.
Stocks made a record high. Two big bearish trades point to skepticism ↗
In the State Street SPDR S&P 500 ETF Trust (SPY), about an hour after the opening bell on Tuesday, someone traded a 100,000-lot put spread.
3 prenup myths advisors can help clients move past ↗
A prenup can start a couple's money conversation, protect an inheritance and even shape what happens if a surviving spouse remarries.
Cresset Aims for $13.1B Trust Business with National Advisors Trust Deal ↗
Cresset plans to fold its existing $5.4 billion trust business into the $7.7 billion NAT platform while continuing to grow through external advisor clients and acquisitions.
Are Your Clients Raising Heirs or Passengers? ↗
The next generation may need less help and more practice.
The Great Wealth Transfer Is Also a Great Risk Transfer ↗
Preservation is the north star.
They survived World War II and lost decades, but not 2026. Japan's century-old businesses are disappearing at a record pace ↗
Japan’s century-old businesses face mounting pressures from rising costs, labor shortages, a shrinking market and succession challenges.
Grindr CEO graduated with $500 in his pocket. Now a self-made millionaire, he plans to bring his kids to the office at 10 years old to teach them grit ↗
Forget trust funds—Grindr’s multimillionaire CEO exclusively tells Fortune he is sending his kids to the office and up the ski slopes to toughen them up for real life.
‘We need to trust our employees’: This billionaire CEO went from counting cars in the parking lot past 6pm to embracing hybrid work ↗
Jim Kavanaugh once believed employees needed to be in the office to get the job done. Now, he says leaders need to trust workers “like adults.”
‘We can’t trust them completely’: AI research fellows warn that labs are running models with the safeguards off behind closed doors ↗
Alan Chan and Sam Manning, co-authors with OpenAI's and Anthropic's top researchers, say that many times, "internal safeguards have not been deployed."
A Clippy marketing moment with Muse: ‘Meta has given AI a cute face’ ↗
As AI companies ask users to hand over their inboxes and credit cards, they’re betting a friendly mascot can close the trust gap.
How RIA sellers can avoid running out of runway ↗
Advisory practice sellers frequently wish they had taken more time for important strategic tasks before the deal, David Grau of Succession Resource Group says. He provided a list explaining why the timeline will take…
How John Waldron could make his mark as Goldman's next CEO ↗
Discussions about what David Solomon's longtime heir apparent might do as CEO surfaced following news reports that Waldron could take over as soon as next year.
Paramount’s new co-CEO once hired a barista he met at a café with no résumé. His advice to Gen Z: ‘Look up and make eye contact’ ↗
Billionaire heir David Ellison tapped Mattel’s Ynon Kreiz as his No. 2 at Paramount after decades of betting on unconventional ideas, including Barbie and a barista.
The False Positive Problem Wealth Managers Can’t Afford to Ignore ↗
AI fraud detection now hinges on data quality, not model sophistication, because fragmented data drives false positives that erode client trust.
Five Key Developments for Estate Planners and Litigators ↗
Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.
Estate Planning for Clients with Non-Traditional Heirs ↗
A growing opportunity to help child-free Americans carry out their legacy wishes.
Turning A Revocable Trust Into a Working Plan ↗
The advisor’s implementation role.
Trusts & Estates: October 2026 Digital Edition ↗
Special Report: Charitable Giving
5 ways to keep next-generation heirs in-house ↗
Advisors who fail to build relationships with adult children before they inherit risk mass defections later.
Goldman Sachs CEO succession planning faces one big problem ↗
The Goldman Sachs board has reportedly discussed replacing CEO David Solomon, 64, with president John Waldron, 57, as early as next year.
In the affordability crisis, 37% of parents are counting on financial help from the Bank of Baby Boomers and can’t wait for the Great Wealth Transfer ↗
The cost of childcare has led many families to turn to their parents before the Great Wealth Transfer.
With no heirs to leave it to, this billionaire is pouring his fortune into a Texas ghost town of about 25 people ↗
John Poindexter, the 81-year-old founder of truck-body maker J.B. Poindexter & Co., wants to turn Shafter, Texas, into a living history museum.
Rockefeller Foundation President: America is losing its global standing. Here’s how to fix it ↗
One-third of the world sees America as a threat. Here’s how we can win back their trust.
Talking Trusts & Estates for Advisors: When to Use Revocable Trusts vs. Alternative Strategies ↗
Bryn Mawr Trust’s Jamie Hopkins details how revocable trusts work, their benefits and when it is appropriate to use them.
New study reveals the estate-planning choices that are likely to pit heirs against each other ↗
The study identified contested trust disputes by examining thousands of civil filings that were scheduled to come before San Francisco Superior Court.
‘We made a bad, bad decision’: I learned the hard way how to manage my aging father’s money ↗
“When my father died, his trust was the Bible.”
Why potential RIA successors walk away — and how to keep them ↗
Succession planning experts say that the possible next generation of RIA owners need clear communication, tangible career paths and thoughtful compensation plans. But that is often easier said than done.
Commuting the Income Interest of Charitable Trusts ↗
The growth in equity markets makes this a compelling option
Multimillionaire author Bill Perkins says parents should give kids their inheritance in their 20s when it can transform their lives—not when they die ↗
The “Die With Zero” author says waiting until death to pass down wealth means children often get the money long after it could have changed their lives.
Focused on the Future: Creating Lasting Advisory Practices Through Client Experience and Continuity with Jim Mellin ↗
Equitable Advisors' Jim Mellin reveals the strategies for building sustainable growth through client experience, team development, and smart succession planning.
FINRA Fines American Portfolios $1.6M, Alleging UIT Lapses ↗
According to FINRA, three reps repeatedly recommended that clients sell unit investment trusts early and buy new ones, thereby racking up unnecessary fees for customers.
The estate-tax trap that lurks below the federal exemption ↗
State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind.
Deep talks first, trust vehicles later: 5 questions that reveal client goals ↗
In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn…
Social Security reform plans could sway voters in battleground Senate races, survey finds ↗
Senators elected this November will be in office when Social Security's retirement trust fund is projected to run dry.
Warren Buffett steps down as chairman of Berkshire Hathaway: 'Father Time always wins' ↗
Buffett's son Howard will replace him as chairman, as dictated by a long-standing succession plan, Berkshire said.
An intense boardroom battle is brewing at India's giant Tata Group ↗
In 10 years, India's leading multinational conglomerate, the Tata Group, is facing a new power struggle between the chairman of Tata Sons and Tata Trusts.
Nike bets on a millennial Arnault heir after bleeding $200 billion and being ousted from the S&P 100 ↗
Alexandre Arnault joins the board after helping revive heritage brands Rimowa and Tiffany as Nike fights to restore growth and cultural relevance
A 'Disciplined Simplicity' Approach to Estate Planning ↗
Help match complexity with a client’s goals, concerns and ability to follow through.
Estate Planning for Embryos ↗
An overview of the legal landscape surrounding embryo ownership, use and disposition.
Harvard Kennedy fellow Shlomit Wagman: The U.S. and China will never trust each other on AI. That may not matter ↗
A workable AI safety pact would set shared warning signs and enforceable brakes—without requiring U.S.-China trust.
How emotional hangups hinder advisor succession planning: Edward Jones ↗
Advisors are still slow to plan for handing down their businesses, in part because of difficulties finding new owners they can trust.
Over-Focusing on Estate Taxes Creates Tunnel Vision ↗
Be careful not to limit clients’ planning tools because of pre-conceived notions.
The Estate Planning Documents Clients Need At Every Life Stage ↗
A practical guide to what they need, and when.
I run an organization dedicated to collective grieving. I recognize a familiar dynamic with AI in the workplace ↗
AI is reshaping more than job descriptions: It is creating a largely unspoken form of workplace grief over lost expertise, trust and career identity.
China's wealthy brace for a widening tax net as Beijing closes in ↗
Beijing's recent push to tax offshore wealth may be only the opening phase of a broader campaign that could eventually reach overseas properties, inheritances.
Luminary Raises $22M to Scale AI Wealth Transfer Planning Platform ↗
The fintech, which launched in 2022, now supports client assets totaling more than $500 billion and plans to further expand its AI capabilities and commercial team.
Marvell shares have soared 241% in a year. CEO says this is a key reason why ↗
Marvell Technology CEO Matt Murphy said trust has helped fuel the chipmaker's massive run over the past year.
Expecting an inheritance? Don’t count on it. ↗
Too many people may be relying on the so-called Great Wealth Transfer
These dividend stocks could catch a tailwind from data center pushback ↗
The backlash against artificial intelligence data centers could prove a tailwind for real estate investment trusts in the sector.
People Moves: RIA Beacon Pointe Hires Execs from BlackRock, Vanguard ↗
In other moves, Glenmede hired four new executives from the bank-and-trust sector, $2 billion RIA Novare hired a legacy planner from Vanguard, and Citi Private Bank snagged an investment lead from Bank of America.
Trusts & Estates: September 2026 Digital Edition ↗
Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors
A living room unlike any other—how to gather and connect like Gloria Steinem, says expert ↗
Steinem's living room "cracked open opportunities to lend support, let ideas flow, and build trust face-to-face," says journalist and author Allison Gilbert, founder of More Connected.
Zscaler stock rises on earnings beat, upbeat guidance ↗
CEO Jay Chaudhry said he's "very bullish" on Zscaler's agentic Zero Trust offering, which is gaining early momentum