#wealth-management
#wealth-management

Retirees Often Overlook These 7 Huge Advantages of Working with a Financial Advisor

Working with a financial advisor can enhance wealth and protect against poor financial decisions.

Is It Possible to Retire By 45 If You've Banked $2 Million?

$2 million may not be sufficient for retirement at 45, as longevity and withdrawal rates significantly impact financial security.

'I have $4 Million in a 401(k) and Want to Retire a Decade Early -- What Are My Options?'

Early retirement with $4 million is feasible, but financial planning, particularly with 401(k) restrictions, is essential.

Is $3 million in my 30s enough to consider stepping away from the grind - or am I missing out on more?

A Reddit user in his 30s with $3 million must carefully plan his retirement and spending.

5 days ago

Is $5 Million the New Baseline for a Comfortable Retirement in America?

A net worth of $5 million places you in the top tier of retirees, with substantial opportunities for a comfortable lifestyle.

Retiring with $4M in retirement accounts, $2M home, and VA access - what risks or gaps should we plan for?

Even with substantial savings, retirees should check for financial blind spots and consider hiring an advisor for better financial planning.

Retirees Often Overlook These 7 Huge Advantages of Working with a Financial Advisor

Working with a financial advisor can enhance wealth and protect against poor financial decisions.

Is It Possible to Retire By 45 If You've Banked $2 Million?

$2 million may not be sufficient for retirement at 45, as longevity and withdrawal rates significantly impact financial security.

'I have $4 Million in a 401(k) and Want to Retire a Decade Early -- What Are My Options?'

Early retirement with $4 million is feasible, but financial planning, particularly with 401(k) restrictions, is essential.

Is $3 million in my 30s enough to consider stepping away from the grind - or am I missing out on more?

A Reddit user in his 30s with $3 million must carefully plan his retirement and spending.

5 days ago

Is $5 Million the New Baseline for a Comfortable Retirement in America?

A net worth of $5 million places you in the top tier of retirees, with substantial opportunities for a comfortable lifestyle.

Retiring with $4M in retirement accounts, $2M home, and VA access - what risks or gaps should we plan for?

Even with substantial savings, retirees should check for financial blind spots and consider hiring an advisor for better financial planning.

more#retirement-planning

After Becoming A Millionaire At 44, Spending Money Is Much Harder Than I Thought

Understand the roots of your spending fears to enjoy your wealth better.

6 days ago

Retirement

Self-made at 31, earning over $400k a year - do I keep my wealth quiet or enjoy the finer things?

1 day ago

Retirement

5M Net Worth at 30-How to Overcome Spending Anxiety

After Becoming A Millionaire At 44, Spending Money Is Much Harder Than I Thought

Understand the roots of your spending fears to enjoy your wealth better.

6 days ago

Retirement

Self-made at 31, earning over $400k a year - do I keep my wealth quiet or enjoy the finer things?

1 day ago

Retirement

5M Net Worth at 30-How to Overcome Spending Anxiety

more#financial-advice

Betterment Expands Portfolio with Acquisition of Ellevest's Robo-Advisory Business

Betterment acquires Ellevest's robo-advisory division to enhance digital investing leadership and support growth for both companies' clients.

fromAlleywatch

2 days ago

Artificial intelligence

Addepar Acquires Arcus to Accelerate AI Innovation

Marketing tech

fromAlleywatch

Betterment Expands Portfolio with Acquisition of Ellevest's Robo-Advisory Business

Betterment acquires Ellevest's robo-advisory division to enhance digital investing leadership and support growth for both companies' clients.

fromAlleywatch

2 days ago

Artificial intelligence

Addepar Acquires Arcus to Accelerate AI Innovation

$10.4B Bitcoin Firm Unchained Announces First Regulated Bitcoin-Native Trust Company

Gannett Trust Company is the first bitcoin-native trust company in the U.S., designed for secure wealth management with bitcoin.

Unsure How To Manage Your First Million? Here Are A Few Options

People receiving unexpected wealth must focus on wise management to avoid squandering it.

Real estate

I just inherited $57.5 million - what should I do first?

Managing a large inheritance wisely is crucial to prevent financial loss.

Setting priorities and seeking help is essential for navigating newfound wealth.

I'm in my late 30s with a $14 million net worth and I'm struggling to figure out what comes next

A Redditor with $14 million is uncertain about work and investment management after leaving his job.

I've got $5 million in the bank, but I'm still chasing peace -why is this mental game harder than building wealth?

Sitting on wealth does not equate to happiness; recognizing personal issues is crucial for a fulfilling life.

3 days ago

I left my JP Morgan job making over $250k to start my business, and thought I'd made a mistake

Hugh Morris transitioned from a stable job to entrepreneurship to gain freedom, control over client selection, and community involvement.

Retirement

29 and Saving $46k on $113k Household Income: Am I on the Right Track for Financial Freedom?

Startup companies

Unsure How To Manage Your First Million? Here Are A Few Options

People receiving unexpected wealth must focus on wise management to avoid squandering it.

Real estate

I just inherited $57.5 million - what should I do first?

Managing a large inheritance wisely is crucial to prevent financial loss.

Setting priorities and seeking help is essential for navigating newfound wealth.

I'm in my late 30s with a $14 million net worth and I'm struggling to figure out what comes next

A Redditor with $14 million is uncertain about work and investment management after leaving his job.

I've got $5 million in the bank, but I'm still chasing peace -why is this mental game harder than building wealth?

Sitting on wealth does not equate to happiness; recognizing personal issues is crucial for a fulfilling life.

3 days ago

I left my JP Morgan job making over $250k to start my business, and thought I'd made a mistake

Hugh Morris transitioned from a stable job to entrepreneurship to gain freedom, control over client selection, and community involvement.

Retirement

29 and Saving $46k on $113k Household Income: Am I on the Right Track for Financial Freedom?

more#personal-finance

Worth $15 Million, Not Yet 50, And Mentally Done With Work. Should I Just Stop All Together?

A $15 million net worth provides substantial financial freedom for early retirement.

Retirees Can Look At Balanced Allocation ETFs For An Easier Time Managing Their Wealth

Balanced ETFs offer retirees a simple, low-cost solution for conservative asset growth.

Professional management in ETFs can reduce stress for investors amid market volatility.

SF real estate

I'm 44 years old with a few million dollars saved - should I sell my rental property to fund my kids' college?

Consider alternatives to selling rental properties for funding education.

Meeting with a financial advisor is essential before making major asset sales.

How I'm Navigating the Awkwardness of Telling Friends I'm Retiring Soon - Here's My Dilemma

Navigating different financial positions can impact relationships, particularly when one plans to retire early.

My in-laws are passing down a $16 million trust to my wife - how do we make sure it grows to its full potential?

Managing and protecting inherited wealth is essential to avoid rapid loss and ensure growth.

A couple plans to redirect significant inheritance towards generational wealth for future children.

Bootstrapping

How I Discovered the Bank Balance Needed to Retire at 67 with Zero Contributions

Worth $15 Million, Not Yet 50, And Mentally Done With Work. Should I Just Stop All Together?

A $15 million net worth provides substantial financial freedom for early retirement.

Retirees Can Look At Balanced Allocation ETFs For An Easier Time Managing Their Wealth

Balanced ETFs offer retirees a simple, low-cost solution for conservative asset growth.

Professional management in ETFs can reduce stress for investors amid market volatility.

SF real estate

I'm 44 years old with a few million dollars saved - should I sell my rental property to fund my kids' college?

Consider alternatives to selling rental properties for funding education.

Meeting with a financial advisor is essential before making major asset sales.

How I'm Navigating the Awkwardness of Telling Friends I'm Retiring Soon - Here's My Dilemma

Navigating different financial positions can impact relationships, particularly when one plans to retire early.

My in-laws are passing down a $16 million trust to my wife - how do we make sure it grows to its full potential?

Managing and protecting inherited wealth is essential to avoid rapid loss and ensure growth.

A couple plans to redirect significant inheritance towards generational wealth for future children.

Bootstrapping

How I Discovered the Bank Balance Needed to Retire at 67 with Zero Contributions

more#financial-planning

UK news

UK investment visa plan rings hollow as Non-Dom exodus looms - London Business News | Londonlovesbusiness.com

UK's new investment visa plan contradicts tax changes that could drive out existing wealthy investors.

Billionaire Paddy McKillen fighting host of legal actions all over globe against foes with very deep pockets

Paddy McKillen Sr's strained relationship with Qatari investors stems from financial disputes and a heated argument with a bank representative.

London startup

Dr. Rajanya Ravasia: Global powerhouse in real estate-led-wealth management - London Business News | Londonlovesbusiness.com

Real estate

Approaching property investment in a professional way - London Business News | Londonlovesbusiness.com

Relationships

fromIndependent

Billionaire Paddy McKillen fighting host of legal actions all over globe against foes with very deep pockets

Paddy McKillen Sr's strained relationship with Qatari investors stems from financial disputes and a heated argument with a bank representative.

London startup

Dr. Rajanya Ravasia: Global powerhouse in real estate-led-wealth management - London Business News | Londonlovesbusiness.com

Real estate

Approaching property investment in a professional way - London Business News | Londonlovesbusiness.com

more#real-estate

fromwww.theguardian.com

An English gentleman, a crooked lawyer: the secrets of Stephen David Jones

McKay's passion for golf transformed from a youthful pastime into a business opportunity, connecting him with influential contacts in the agricultural industry.

London politics

Social media marketing

fromThe Daily Upside

Advisors Eye Up Instagram's Millions of Users

Advisors are leveraging Instagram to connect with potential clients, showcasing their individuality and untapped marketing potential.

#financial-advisors

Retirement

Our net worth tops $5 million, but I still book the cheapest hotel room - how can I finally let go of my frugal habits?

Retirement

I'd really like to have someone advising me and managing my money, but I'm curious if others in this general income bracket use financial advisors

Retirement

Our net worth tops $5 million, but I still book the cheapest hotel room - how can I finally let go of my frugal habits?

Retirement

I'd really like to have someone advising me and managing my money, but I'm curious if others in this general income bracket use financial advisors

more#financial-advisors

fromwww.mercurynews.com

Horoscopes May 6, 2025: Sasheer Zamata, take the path that leads to peace of mind

Take the path that leads to peace of mind. Focus on what's important to you and build your life with the preferences, patience and possibilities that offer comfort and convenience.

Career

12 pieces of advice from Warren Buffett, from parenting to investments

Warren Buffett is stepping down as CEO of Berkshire Hathaway and leaves behind valuable life and business advice.

Startup companies

Warren Buffett's Net Worth Rises $25 Billion as Other Billionaires Lose

Warren Buffett's investment strategy contrasts sharply with declining tech fortunes, showcasing his resilience in a tumultuous market.

12 pieces of advice from Warren Buffett, from parenting to investments

Warren Buffett is stepping down as CEO of Berkshire Hathaway and leaves behind valuable life and business advice.

Startup companies

Warren Buffett's Net Worth Rises $25 Billion as Other Billionaires Lose

Warren Buffett's investment strategy contrasts sharply with declining tech fortunes, showcasing his resilience in a tumultuous market.

more#warren-buffett

fromBuzzFeed

13 Celebs Who Had Poor Money Management And Lost It All (And How)

Nicolas Cage lost much of his fortune through extravagant purchases, including an octopus and a dinosaur skull, eventually owing the IRS $6.3 million.

Independent films

Retiring at 49 sounds boring - is indulging in a Paris pied-a-terre and high-end toys the new plan?

A Redditor achieved a $25 million net worth and contemplates early retirement or indulgent spending, reflecting on the FIRE lifestyle.

Retirement

How I Struggle with the Decision to Retire Early - What About My Kids' Future?

Retirement

Should I Retire at 49 with $8,000 Monthly Pension and $1.2 Million Net Worth?

Startup companies

3 High Yield Dividend Stocks Under $25 to Buy and Hold Forever

Retiring at 49 sounds boring - is indulging in a Paris pied-a-terre and high-end toys the new plan?

A Redditor achieved a $25 million net worth and contemplates early retirement or indulgent spending, reflecting on the FIRE lifestyle.

Retirement

How I Struggle with the Decision to Retire Early - What About My Kids' Future?

Retirement

Should I Retire at 49 with $8,000 Monthly Pension and $1.2 Million Net Worth?

Startup companies

3 High Yield Dividend Stocks Under $25 to Buy and Hold Forever

more#retirement

#financial-independence

Mental health

fromPsychology Today

What the FIRE Movement Gets Wrong About Money and Happiness

The FIRE movement misjudges the relationship between money and happiness.

Retirement

How I Plan to Safeguard My Assets Against Divorce - Tips for Financial Independence

Mental health

fromPsychology Today

What the FIRE Movement Gets Wrong About Money and Happiness

The FIRE movement misjudges the relationship between money and happiness.

more#financial-independence

Retirement

How I Plan to Safeguard My Assets Against Divorce - Tips for Financial Independence

#high-net-worth-individuals

UK news

A top Goldman Sachs banker is moving from London to Milan as the City struggles to maintain its stature

High-profile departures like Goldman Sachs' Gnodde indicate growing concern over the UKâs economic stability and the impact of new tax policies.

fromThe New Yorker

Miami Marlins

The Six-Figure Nannies and Housekeepers of Palm Beach

UK news

A top Goldman Sachs banker is moving from London to Milan as the City struggles to maintain its stature

High-profile departures like Goldman Sachs' Gnodde indicate growing concern over the UKâs economic stability and the impact of new tax policies.

fromThe New Yorker

more#high-net-worth-individuals

Miami Marlins

The Six-Figure Nannies and Housekeepers of Palm Beach

#financial-literacy

Parenting

I retired early to spend more time with my kids - but how do I stop worrying they'll become spoiled trust fund adults?

Parenting

I'm a wealth advisor at Merrill Lynch. Here are 5 ways I'm setting my kids up for financial success and debt-free college.

Parenting

I retired early to spend more time with my kids - but how do I stop worrying they'll become spoiled trust fund adults?

Parenting

I'm a wealth advisor at Merrill Lynch. Here are 5 ways I'm setting my kids up for financial success and debt-free college.

more#financial-literacy

US news

fromFast Company

Why high-net-worth Americans are banking in Switzerland

Wealthy Americans are increasingly opening accounts in Swiss banks due to political and economic uncertainty in the U.S.

NYC startup

fromFast Company

What to know about Jared Birchall, Elon Musk's right-hand man

Elon Musk relies heavily on his longtime aide Jared Birchall to manage his various enterprises and family life.

#fintech

Startup companies

French fintech RockFi secures 18M from Partech and others, eyes 1B in assets by 2026 - Silicon Canals

European startups

German B-Corp certified fintech Evergreen gets 5M for its sustainable asset management platform - Silicon Canals

Startup companies

German wealthtech NAO secures 1M+

Startup companies

French fintech RockFi secures 18M from Partech and others, eyes 1B in assets by 2026 - Silicon Canals

European startups

German B-Corp certified fintech Evergreen gets 5M for its sustainable asset management platform - Silicon Canals

Startup companies

German wealthtech NAO secures 1M+

more#fintech

fromwww.nytimes.com

Silicon Valley real estate

The Strange Case of an Hermes Heir, an Emir and a Deal Gone Wrong

Nicolas Puech's status as a billionaire and his stake in Hermes are uncertain, with recent court filings complicating the narrative surrounding his wealth and family ties.

Paris food

fromSFGATE

Bill Gates Reveals Exactly How Much of His $152 Billion Fortune He'll Leave His Kids-but What Happens to His $130 Million Home?

Bill Gates plans to leave less than 1% of his $152 billion fortune to his children, emphasizing the importance of their upbringing over wealth.

#stock-market

Cryptocurrency

Can Robinhood's (HOOD) New Wealth Management Services Lead to a Winning 2025?

Atlanta Braves

Bank of America (BAC) Stock Price Prediction and Forecast 2025-2030 (March 2025)

Cryptocurrency

Can Robinhood's (HOOD) New Wealth Management Services Lead to a Winning 2025?

Atlanta Braves

Bank of America (BAC) Stock Price Prediction and Forecast 2025-2030 (March 2025)

Inside the Homes of the Ultra-Rich

The article explores the lives and experiences of household staff for the affluent in Palm Beach, revealing their challenges and roles.

#finance

Startup companies

I'm 40 and after working hard and doing over $1m last year, I should clear $2m this year

Mental health

I'm in my 30s and sitting on $5 million - why am I still scared to spend more than $100?

Startup companies

I'm 40 and after working hard and doing over $1m last year, I should clear $2m this year

Mental health

I'm in my 30s and sitting on $5 million - why am I still scared to spend more than $100?

How Golden Visas and Second Passports Are Transforming Wealth Strategies | Entrepreneur

Golden visas and second passports are crucial for Ultra-High-Net-Worth Individuals, ensuring financial safety and flexibility amidst global challenges.

Artificial intelligence

fromForbes

How To: Explainable AI For Ideal Customer Acquisition In Wealth Management

AI can enhance lead scoring in wealth management, but black box models lack transparency, undermining trust and effectiveness.

Citi snags AI leader from Morgan Stanley to help turn around its wealth tech

Citi hires Dipendra Malhotra from Morgan Stanley to enhance its wealth technology.

The bank aims to improve its struggling wealth management tech platform.

European startups

Barcelona's Flanks raises 14M to automate wealth management with AI: Here's how - Silicon Canals

Flanks raised â¬14M to enhance wealth management technology, emphasizing the automation of data collection for improved financial advice.

fromTearsheet

Marketing tech

The new economics of wealth management: Stirlingshire's advisor-first approach - Tearsheet

Marketing tech

Citi snags AI leader from Morgan Stanley to help turn around its wealth tech

Citi hires Dipendra Malhotra from Morgan Stanley to enhance its wealth technology.

The bank aims to improve its struggling wealth management tech platform.

European startups

Barcelona's Flanks raises 14M to automate wealth management with AI: Here's how - Silicon Canals

Flanks raised â¬14M to enhance wealth management technology, emphasizing the automation of data collection for improved financial advice.

Marketing tech

fromTearsheet

The new economics of wealth management: Stirlingshire's advisor-first approach - Tearsheet

The evolution of asset management emphasizes a balance between technology and human expertise.

Stirlingshire introduces a revolutionary compensation model benefiting both clients and advisors.

more#technology

Artificial intelligence

fromFuturism