Editor’s Note: This is an excerpt from Wealth Management With a Difference: Your Guide to Achieving Client, Generational and Business Success. Demographic trends continue to shape wealth across the ...

Could a wealth tax help reduce the vast income and wealth inequality in the country? It’s an idea that not only has the backing of two Democratic primary frontrunners — Sen. Bernie Sanders and Sen.

The growing financial industry shift from a sales and product oriented practice to a holistic financial and retirement planning profession has forced advisors to think about investment vehicles in new ...

KANSAS CITY, Mo. (KCTV) - The Ewing Marion Kauffman Foundation is awarding nearly $6 million in research grants toward projects aimed at researching and understanding how to close wealth gaps. On ...

If you’re between 45 and 54, retirement suddenly isn’t so far away, and adequately saving for it by investing in the stock market through tax-advantaged workplace plans should become a bigger priority ...

Understanding Wealth Management In the world of finance, many individuals seek to increase their wealth by pursuing various investment strategies. The conversation sheds light on different aspects of ...

We are entering a pivotal era of unprecedented wealth transfer across the country. But while the scale may be national, the experience is deeply personal because every family dynamic is unique. When ...

WASHINGTON — I remember the first time I looked into a kaleidoscope. What initially appeared as an ordinary spyglass magically transformed into endless patterns of color and unique designs just by ...

The bottom 10% of adults in the world have more debt than assets. The bottom 10% of adults have a combined negative $1.05 trillion in net worth in 2013. The estimate of this negative wealth increased ...

Legendary investor Charlie Munger, Warren Buffett's longtime business partner at Berkshire Hathaway Inc. (BRK.A, BRK.B), understood the psychology of wealth building better than most. "The hard part ...

We all know that Americans are living longer than in generations past and that this impacts retirement planning. An ongoing debate rages about how much money is needed for retirement, at what age we ...