The ultra-wealthy enclave of 9,000 people has strict rules for development that often limit even powerful denizens.

Time For A Fresh Look At Real Estate by Donald Hall. The majority of global real estate markets are now producing positive total returns for investors.

The more public service is denigrated, the less appreciated civil servants are and the harder it is for the government to ...

Jennifer Proper of Pitcairn discusses how a conservatorship can help protect a person's assets and well-being.

Over the past several weeks, AI leaders have been choosing their words carefully. Google CEO Sundar Pichai, speaking at a New York Times event, said he felt the “low hanging fruit” of AI had now been ...

All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.

Tech investors will remember 2024 as a year in which the artificial intelligence trade gained even more steam and giants like Nvidia Corp. and Meta Platforms Inc. carried the S&P 500 for the second ...

The $10.4 trillion U.S. exchange-traded fund industry’s blockbuster year comes with an asterisk: even amid record inflows and launches, funds are shuttering at a nearly unprecedented clip.

At this time of year, many people pause to reflect on the true meaning of philanthropy, asking themselves: What is the best way to give? To whom should I give? And, perhaps most importantly, why ...

President Joe Biden on Friday announced plans to cancel student debt for about 55,000 public sector workers, as his administration pushes to zero out balances for more people in the final weeks of his ...

Jefferies Financial Group Inc. ousted a team of advisors in Miami who oversee the fortunes of wealthy clients after discovering allegedly improper money transfers and off-channel communications to ...

The Path To UMH Len Reinhart, the founder and former CEO of Lockwood Advisors, wrote a white paper 25 years ago making the case for household-level portfolio management. It advocated managing multiple ...