Wealth

A slide in Meta Platform’s shares pushed Mark Zuckerberg down the list as Amazon founder Jeff Bezos’ wealth rose. AI is the common theme.

Raised on crypto, Coachella, and influencer culture, the high-net-worth cohort now controls 11% of global wealth, according to the latest Capgemini World Wealth Report

Yale, Columbia, MIT and Harvard have described in annual reports the impact of federal cuts and higher excise taxes on financial aid, education, and research.

Stock market tailwinds could deliver a historic finish to a unpredictable year.

As the price tag for the project balloons to $300 million, the White House released a list of donors.

The very wealthiest—those with at least $50 million in assets—allocated 28% to art on average, up 3% from a year ago, according to a report from UBS and Art Basel. 

Tech giants have been enlisted to support environmentalists and academics in using AI to amplify their work.

Academics with a track record of tapping auction sales for trends have created a method to assess an artist’s investment potential.

A new report captures how families are navigating their businesses at a time of great wealth transfer.

The country’s new “Active Investor Plus” visa offers high-end investors several paths to permanent residency and runs against the tide of countries tightening their visa requirements.

The fund’s 11.9% gain bolstered the university amid months of funding pressures by the federal government.

CEO Katherine Fleming says the Los Angeles-based arts institution spends “a lot of time figuring out where we’re going to have the biggest impact through our grant making.” 

Joy Slabaugh started the Wealth Alignment Institute to help advisors understand the emotions wealth can trigger so they can do a better job helping their clients.

Even poor performance of private investments don’t deter wealthy families, given long-term prospects for higher returns, a study finds.

New Zealand Immigration Minister Erica Stanford makes the case that investing in a secure and democratic country is a good bet.

Laddering certificates of deposits or Treasury bills lets you keep your money and liquid but still earn decent yields.

From family squabbles to inflation and FOMO, advisors reveal the frights that keep their wealthy clients up at night, and how they try to help.

The head of investor research at the fund giant outlines how early market experiences can shape investors’ risk tolerance.

Natural asset companies’ revenue comes from licensing ecological attributes, such as carbon or biodiversity credits.

If young workers have near-term financial goals like buying a house, it makes sense to keep part of their savings in bonds or cash.

Over a third of parents in an Amerprise survey say they’re concerned that supporting their children into adulthood will impair their retirements.

Oracle’s Larry Ellison’s wealth climbed by $148 billion through the third quarter, leapfrogging him over Mark Zuckerberg and Jeff Bezos to claim the No. 2 spot.

Bonds offer a hedge as stocks get expensive; the iShares 20+ Year Treasury Bond exchange-traded fund is up 5.61% year to date, on a total return basis.

The decline in giving comes as nonprofits face increasing outside pressures, including funding cuts.

Deferring or avoiding income can prevent you from creeping into the next higher tax bracket, and this year the next tax law gives you extra incentive.