#wealth-management

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#real-estate
Relationships
fromIndependent
2 months ago

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.
from24/7 Wall St.
4 weeks ago
Retirement

Early 40s with a $3 million net worth, but heavily invested in one rental - what should I do right now to ensure a successful retirement?

Relationships
fromIndependent
2 months ago

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.
from24/7 Wall St.
4 weeks ago
Retirement

Early 40s with a $3 million net worth, but heavily invested in one rental - what should I do right now to ensure a successful retirement?

more#real-estate
Artificial intelligence
fromHackernoon
11 months ago

From Chatbots to Wealth Advisors: Building Gen AI-Driven Financial Assistants | HackerNoon

Generative AI is revolutionizing customer service in the BFSI industry with advanced chatbots and personalized financial tools.
#financial-independence
Retirement
from24/7 Wall St.
2 months ago

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
from24/7 Wall St.
1 month ago

If You've Banked $3 Million By 40, Is It Possible to Retire?

Proper planning is essential before retiring at 40 with $3 million to ensure financial stability.
Retirement
from24/7 Wall St.
1 month ago

I'm in my 40s with millions in the bank - can we handle $220k a year in spending if I quit my $1 million tech job now?

A Redditor with a $12M net worth contemplates early retirement from a $1M tech job, and community feedback overwhelmingly supports this decision.
Retirement
from24/7 Wall St.
2 months ago

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
from24/7 Wall St.
1 month ago

Is It Possible to Retire By 35 If You've Saved $3 Million?

A $3 million nest egg can support early retirement depending on lifestyle choices and spending habits.
from24/7 Wall St.
1 month ago
Retirement

I'm in my 40s with millions in the bank - can we handle $220k a year in spending if I quit my $1 million tech job now?

more#financial-independence
#citi
Marketing tech
fromBusiness Insider
2 months ago

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.
Marketing tech
fromBusiness Insider
2 months ago

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.
more#citi
#tax-policy
UK news
fromBusiness Insider
1 month ago

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 UK’s economic stability and the impact of new tax policies.
fromBusiness Insider
6 days ago
Fundraising

One of the most attractive - and sometimes secretive - ways the wealthy donate money could soon get even more popular

UK news
fromBusiness Insider
1 month ago

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 UK’s economic stability and the impact of new tax policies.
fromBusiness Insider
6 days ago
Fundraising

One of the most attractive - and sometimes secretive - ways the wealthy donate money could soon get even more popular

more#tax-policy
fromEntrepreneur
1 week ago

JPMorgan Releases Summer Book List for Wealthy People | Entrepreneur

This year's selections focused around the power of curiosity, reflecting on a transformation standpoint that resonates with the wealth management goals of our clients.
Startup companies
NYC startup
fromBusiness Insider
1 week ago

JPMorgan is expanding an initiative to woo more wealthy clients

JPMorgan Chase is opening 14 new financial centers focused on attracting wealthy clients with minimum investments of $750,000.
#bitcoin
Cryptocurrency
fromBitcoin Magazine
1 week ago

Bitcoin Enters A New Era: Industry Leaders Predict Trillions In Institutional Inflows

The future of financial products is shifting towards integrating Bitcoin into wealth management and decentralized finance (DeFi).
Cryptocurrency
fromBitcoin Magazine
1 week ago

Bitcoin Enters A New Era: Industry Leaders Predict Trillions In Institutional Inflows

The future of financial products is shifting towards integrating Bitcoin into wealth management and decentralized finance (DeFi).
more#bitcoin
#stock-market
from24/7 Wall St.
2 months ago
Cryptocurrency

We're in our 40s and have saved millions but the political climate is making us nervous - will our nest egg be enough?

from24/7 Wall St.
2 months ago
Cryptocurrency

We're in our 40s and have saved millions but the political climate is making us nervous - will our nest egg be enough?

more#stock-market
#financial-planning
Retirement
from24/7 Wall St.
1 month ago

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.
Retirement
from24/7 Wall St.
1 month ago

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.
Retirement
from24/7 Wall St.
2 weeks ago

Skipping a $50K Advisor Fee After Losing a Spouse-Wise or Foolish?

Paying $50K for a financial advisor may be justified given the user's significant assets and need for expertise.
Understanding the value of financial advisory services is crucial for decision-making.
Retirement
from24/7 Wall St.
1 month ago

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.
Retirement
from24/7 Wall St.
1 month ago

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.
Retirement
from24/7 Wall St.
2 weeks ago

Skipping a $50K Advisor Fee After Losing a Spouse-Wise or Foolish?

Paying $50K for a financial advisor may be justified given the user's significant assets and need for expertise.
Understanding the value of financial advisory services is crucial for decision-making.
more#financial-planning
US news
fromSFGATE
2 weeks ago

Rich Americans Are Turning to Second Passports To Protect Their Wealth

Wealthy Americans increasingly seek foreign citizenship as a response to geopolitical uncertainties.
#financial-advice
Retirement
from24/7 Wall St.
2 months ago

'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.
Retirement
from24/7 Wall St.
1 month ago

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.
Retirement
from24/7 Wall St.
2 months ago

'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.
Retirement
from24/7 Wall St.
1 month ago

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.
more#financial-advice
#personal-finance
Real estate
from24/7 Wall St.
2 months ago

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.
Retirement
from24/7 Wall St.
3 weeks ago

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.
Retirement
from24/7 Wall St.
1 month ago

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.
Retirement
fromBusiness Insider
2 weeks 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.
Real estate
from24/7 Wall St.
2 months ago

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.
Retirement
from24/7 Wall St.
3 weeks ago

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.
Retirement
from24/7 Wall St.
1 month ago

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.
Retirement
fromBusiness Insider
2 weeks 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.
more#personal-finance
#retirement-planning
from24/7 Wall St.
3 weeks ago
Retirement

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

from24/7 Wall St.
2 months ago
Cryptocurrency

I'm 50 and have $5 million in cash sitting in my IRA - I want safety but hate losing returns, where should I put it?

from24/7 Wall St.
2 months ago
Retirement

Our household makes over $400k per year and we want to have the option to retire in 20 years - are we on track?

Retirement
from24/7 Wall St.
2 weeks 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.
Retirement
from24/7 Wall St.
3 weeks ago

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.
Retirement
from24/7 Wall St.
2 months ago

Is $4.5 million enough to retire when living in an expensive city with two young kids?

Couple considering retirement at $4.5 million net worth; financial planning shows it's too early for them.
from24/7 Wall St.
2 months ago
Cryptocurrency

I'm 50 and have $5 million in cash sitting in my IRA - I want safety but hate losing returns, where should I put it?

from24/7 Wall St.
2 months ago
Retirement

Our household makes over $400k per year and we want to have the option to retire in 20 years - are we on track?

more#retirement-planning
fromwww.theguardian.com
3 weeks ago

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
#financial-advisors
from24/7 Wall St.
1 month ago
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?

from24/7 Wall St.
2 months ago
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

from24/7 Wall St.
1 month ago
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?

from24/7 Wall St.
2 months ago
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
1 month ago

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
#warren-buffett
Retirement
fromBusiness Insider
1 month ago

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.
from24/7 Wall St.
2 months ago
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.
Retirement
fromBusiness Insider
1 month ago

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
from24/7 Wall St.
2 months ago

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
1 month ago

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
#retirement
more#retirement
#financial-literacy
from24/7 Wall St.
1 month ago
Parenting

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

fromBusiness Insider
2 months ago
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.

from24/7 Wall St.
1 month ago
Parenting

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

fromBusiness Insider
2 months ago
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
1 month ago

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
1 month ago

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
fromSilicon Canals
1 month ago
European startups

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

fromSilicon Canals
1 month ago
European startups

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

more#fintech
fromwww.nytimes.com
1 month ago

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
Silicon Valley real estate
fromSFGATE
1 month ago

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.
#household-staff
more#household-staff
#finance
more#finance
European startups
fromEntrepreneur
2 months ago

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
2 months ago

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.
Marketing tech
fromTearsheet
2 months ago

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.
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