In this episode of Tax Notes Talk, professors David Gamage and Darien Shanske discuss their recent paper, “Money Moves: Taxing the Wealthy at the State Level,” which lays out their argument for a ...

Some believe the game of life is rigged—that wealth is attained only by those who hold well-guarded secrets. Understandably, this belief may be especially strong in underserved communities where ...

Key Takeaways Net worth is valuable as a personal progress tracker rather than a comparison tool. Keep your debt-to-income ratio below 36%, and prioritize eliminating high-interest debt ...

Comptroller Brooke Lierman released a report outlining the potential for Maryland to adopt a statewide baby bonds program.

MUMBAI (Reuters) - U.S. buyout group General Atlantic has agreed to buy a 21.6 percent stake in India's IIFL Wealth Management for 11.2 billion rupees ($173 million), the first private equity ...

Savvy Wealth, the digital-first wealth platform with a professed mission to modernize human advice, is strengthening its legal and compliance core with another veteran addition to its leaderhip. The ...

The financial advice industry is well into its second decade (at least) of waiting with bated breath for the so-called Great Wealth Transfer. At this point, every advisor knows the drill­: As the baby ...

Meta Platforms (NASDAQ:META) is a top-performing stock in 2024, hitting new all-time highs of $629.79 on Friday, and boosting the wealth of CEO and co-founder Mark Zuckerberg. What Happened: ...

Wilmott joins Savvy Wealth after departing Pathstone, where she served as general counsel for nearly five years and was a key figure in building out the firm’s legal and compliance department. She led ...