Wealth Tax Plan Draws Fire From Top California Democrats
By Eliyahu Kamisher and Biz CarsonTheir main concern is what happens to the state's tech industry if venture capitalists and founders depart.
January 21, 2026
Family Offices Pool Resources to Save Money and Get Better Service: SurveySuch collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.
January 21, 2026
Wealth Alone Does Not Make a Retirement PlanMany clients appear ready for retirement by every financial measure, yet they hesitate to take the leap. Why?
January 21, 2026
How Ultra-Wealthy Clients Test Their AdvisorsTop-ranked advisor Spuds Powell tells ThinkAdvisor how his most demanding clients have pushed him to raise his game.
January 20, 2026
Watch Out for These 6 Tax Traps in 2026Don't let recent tax changes catch your clients by surprise.
January 20, 2026
Jeremy Grantham: 'Slim to None' Chance AI Bubble Won't BurstBubbles form around brilliant ideas, says the strategist and GMO co-founder.
January 20, 2026
5 Luxury Real Estate Trends for 2026Quiet luxury is out and living large is in, according to Coldwell Bankers' luxury property specialists.
January 20, 2026
Wells Fargo to Move Wealth Headquarters to West Palm BeachThe new office means the unit's leaders can be closer to their largest clients, said wealth chief Barry Sommers.