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Nearly $300 billion was inherited this year as the Great Wealth Transfer picks up speed, showering family members with immense windfalls. According to the latest UBS Billionaire Ambitions Report, 91 heirs inherited a record-high $297.8 billion in 2025, up 36% from a year ago despite fewer inheritors. “These heirs are proof of a multi-year wealth … Read more
Key Takeaways BlackRock CEO said sovereign funds are establishing multi-year Bitcoin positions. This underscores a measured integration of crypto into sovereign wealth fund strategies. Share this article Larry Fink, CEO of BlackRock, revealed that sovereign wealth funds are incrementally buying Bitcoin at various price levels, building long-term positions rather than trading for short-term gains. “They’re … Read more
Key Takeaways Bank of America says clients should consider a 1% to 4% crypto allocation, depending on their risk tolerance. Other institutions like Morgan Stanley, BlackRock, and Fidelity have made similar allocation recommendations. Share this article Bank of America, one of the nation’s largest financial institutions, has advised its wealth management clients to consider allocating … Read more
Switzerland is doubling down on its status as a rich-friendly haven after rejecting a tax on the ultra-wealthy. Despite competition from other countries, one banking executive says it will remain at the top of millionaires’ lists of destinations to migrate to. “In our business wealth management and private banking Switzerland will remain the No. 1 … Read more
The much-hyped Great Wealth Transfer, in which as much as $124 trillion in baby-boomer wealth is predicted to move on to younger generations, has captivated Gen X, Millennials, and Gen Z. But Tim Gerend, CEO of financial planning giant Northwestern Mutual which has $366 billion in client assets, warns that the reality will unfold more … Read more
When examining the flow of wealth in the coming decades, privately wealthy individuals rest in a very healthy position. Their assets have increased in value, their portfolios have performed well, and many are looking to the generations above them for a significant windfall of cash set to come from inheritance. Governments, with their eye-watering debt … Read more
Over the next 25 years, nearly $124 trillion will change hands, marking the largest wealth transfer in history, according to Cerulli Associates. This transition will happen in stages: first to spouses (predominantly women), then to Gen X, Millennials, and Gen Z. Yet with so much information—and so many competing voices—many inheritors won’t know where to … Read more
The stock market’s early rally fizzled by the afternoon, with the S&P 500 swinging from a nearly 2% gain to a slight selloff by midday. Nvidia, which initially jumped after reporting strong earnings, reversed 1% into the red along with the rest of the megacap AI trade. The broader market mood wasn’t helped by mixed … Read more
The impending $31 “Great Wealth Transfer” over the coming decade—a once-in-a-generation passing of assets from baby boomers to younger heirs—may turn on a surprising fulcrum: the fate of private art collections. For some families, said Wolfe Tone, vice chair and leader of Deloitte Private in the U.S., art is the “connective tissue,” strengthening intergenerational bonds. … Read more
Peter Atwater, adjunct professor of economics at William & Mary and president of Financial Insyghts, knows a thing or two about the K-shaped economy. Anonymous Twitter user “Ivan the K” introduced the idea of a “K recovering” following the pandemic, a gloomy outlook where some elements of life before COVID would recover, while some will … Read more
https://www.profitablecpmrate.com/nsirjwzb79?key=c706907e420c1171a8852e02ab2e6ea4