Wealth Management

More From Wealth Management

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Ex-Truist And Balentine Advisors Leave Behind $4.5 Billion To Launch Atlanta RIA Targeting Families With At Least $30 Million In Assets

Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade portfolios, next-gen tech and a plan to sell the firm to other advisors.

BySergei Klebnikov,

Forbes Staff

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Which Region Pays Their Family Office CIOs The Most?

Drawing on insights from the Global Family Office Compensation Benchmark Report, we explore how CIO pay structures differ across regions.

ByPaul Westall,

Contributor

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Using A Weighted Voting System for Equitable Estate Distribution

When an estate includes artwork, collectibles, or family heirlooms, dividing these items among several beneficiaries can be particularly challenging.

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S&P 500 Q3 2025 Earnings Surge: Magnificent 7 Lead Market Rally

Discover how the Magnificent 7 stocks and artificial intelligence demand fueled a record S&P 500 earnings surge in Q3 2025, driving market optimism and sector leadership.

ByBill Stone,

Contributor

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Berkshire Hathaway’s Q3 2025: Soaring Earnings, Buffett’s Next Chapter

Berkshire Hathaway posts record Q3 2025 earnings as Warren Buffett prepares for succession. Discover key results, strategy, and what’s next for investors.

ByBill Stone,

Contributor

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How To Fight The Shrinking Dollar In Retirement

How can you fight the shrinking dollar in retirement?

ByAndrew Rosen,

Contributor

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Billions, Bottles, And Banksy: The New Wave Of Collectible Investing Platforms

Collectible investing platforms explored through a financial advisor's eyes. Who should consider using these platforms and what to look out for.

ByFred Hubler,

Contributor

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S&P 500 Surges: Magnificent 7 Earnings, Rate Cut, And AI Boom Drive Q3

S&P 500 surges as Magnificent 7 tech giants, Fed rate cut, and AI boom fuel record earnings. Get expert insights on market momentum and what’s next.

ByBill Stone,

Contributor

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These 4 NYSE Stocks Pay 3+% Dividends And They Trade Below Book Value

In the long run, it might be wise to at least take a look at cheap stocks – that is, those that trade below their book value. That’s the number found when...

ByJohn Navin,

Contributor

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From Signature Training To CNN Diets: How A Merrill Advisor Manages $300 Million For First Generation Wealth Creators

Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice focused on first-generation Black family wealth.

BySergei Klebnikov,

Forbes Staff

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The High Cost Of Low-Fee Advice

In wealth management, UHNW clients drawn to low fees can end up paying far more through missed opportunities, fragmented planning, and uncoordinated advisor execution.

ByAndy Busser,

Contributor

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Top Social Security Tax Rising 4.8% In 2026, As Benefits Creep Up 2.8%

Social Security tax will be imposed on up to $184,500 of earnings. Average benefits will rise $56 a month, but Medicare Part B premium hikes will eat up part of that.

ByJanet Novack,

Forbes Staff

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Information Your Spouse And Children Must Know

A high percentage of plans fall short of meeting their owners’ goals because central players in executing the plan didn't know key facts.

ByBob Carlson,

Senior Contributor

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Buying Time In Retirement: A Smarter Way To Spend

Time in retirement may be your most valuable asset.

ByAndrew Rosen,

Contributor

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State Street’s Chief Strategist Is ‘Uncomfortably Bullish’ Amid Lofty Valuations

Speaking at the Top Advisor Summit in Las Vegas, the chief investment strategist said stimulus, Fed rate cuts and surging profits could keep the bull market running—but warned that lofty valuations leave “a small margin for error.”

BySergei Klebnikov,

Forbes Staff

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Family Office: The Key To Multigenerational Legacy

While once focused primarily on wealth management, today’s family offices are evolving into strategic institutions that connect governance, education and more.

ByPaul Westall,

Contributor

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S&P 500 Earnings Surge: Magnificent 7 Lead As Recession Odds Plunge

S&P 500 earnings soar as the Magnificent 7 lead. Credit fraud hits regional banks, while Wall Street giants post record results. Recession odds plunge despite shutdown.

ByBill Stone,

Contributor

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4 Low P/E Gold Stocks Just Hit New 52-Week Highs, Then Dropped

Many gold and silver stocks still look classically cheap — with P/E’s that remain far below that of the market as a whole.

ByJohn Navin,

Contributor

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How To Decide If The Foundation Of Your Estate Plan Should Be A Will Or A Trust

Everyone should have a will. But should the will or a trust control most of the assets in an estate?

ByBob Carlson,

Senior Contributor

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Private Credit Billionaire Lawrence Golub: Why Direct Lending Is Not In A Bubble

Despite the recent debt-fueled collapse of First Brands, billionaire Golub says direct lending will continue to offer “private equity-like returns” at lower risk.

BySergei Klebnikov,

Forbes Staff