Private Wealth

Private Wealth: Serving the Exceptionally Affluent is designed for professionals dedicated to addressing the financial, legal, and lifestyle needs of ultra-high-net-worth individuals. This group of wealthy clients holds significant purchasing power globally, making them highly sought after by financial experts, legal advisors, luxury brands, and other high-end service providers.

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BofA's Hartnett Sees Risk Of Stock Bubble On Fed Pivot, Tax Cuts

22 hours ago | fa-mag.com | Michael Msika |Julien Ponthus

The risk of a speculative stock-market bubble is increasing as expectations of U.S. interest-rate cuts draw massive investment flows into equities, according to Bank of America Corp.’s Michael Hartnett. With the U.S. moving closer to trade deals with China and other partners, tariff wars and geopolitics are becoming less of a concern for investors.
BlackRock Puts Private Equity And Credit Into 401(k) Funds

1 day ago | fa-mag.com | Silla Brush

Larry Fink is taking the next step in his plan to give possibly millions of Americans access to private markets through their retirement savings accounts. BlackRock Inc. said Thursday that Great Gray Trust Co., which provides services for more than $210 billion in assets, plans to start a target-date fund that will include private credit, along with BlackRock private equity, stock, fixed income and other investments.
San Francisco's Luxury Housing Market Booming Again Thanks To AI Wealth

3 days ago | fa-mag.com | Sarah Rappaport

It wasn’t so long ago that headlines proclaimed San Francisco to be “dead” or in a “doom loop.” But the city is now undergoing a major renaissance in its luxury housing market, according to the Sotheby’s International Realty 2025 Mid-Year Luxury Outlook report, shared exclusively with Bloomberg Pursuits before its publication.
If AI Can Give The Answer, What Are You Offering?

4 days ago | fa-mag.com | Scott Winters

Editor’s Note: The Robots Are Coming is a multi-part series by Scott Winters that explores how artificial intelligence is reshaping the role of financial advisors. From humanoid avatars to intelligent automation, each article breaks down the threats, tools, and transformations that will define the next decade—and the advisors who survive it. This is the seventh article in the series.
Giving Beats Inflation For First Time In Three Years, Report Says

4 days ago | fa-mag.com | Karen DeMasters

For the first time in three years, total charitable giving outpaced inflation and reached record highs, according to a report by the Giving USA Foundation. A strong stock market and GDP growth helped fuel the increase in total giving, which was led by individual and corporate gifts. The slowdown in inflation helped push the totals over the rate of inflation, the report said. Giving totals for 2024 were estimated at $592.5 billion, a 6.3% increase over 2023.
State Budget Wounds Intensify From Trump, DOGE Policy Shifts

4 days ago | fa-mag.com | Aashna Shah

US states are sounding the alarm over the billions in revenue they stand to lose under the Trump administration’s broadscale government cuts and the impact of his trade policies. In Maryland, the reductions are expected to cost nearly $350 million and led Moody’s Ratings to lower the state’s top-tier credit grade it had held for half a century. California officials say on-again, off-again tariff announcements have dampened the state’s economic outlook.
Yardeni Bets Iran Will 'Sue For Peace,' Says Bull Market Will Continue

4 days ago | fa-mag.com | Christopher Williams

Economist Ed Yardeni said he thinks Iranian leaders will back down in the face of this past weekend's U.S. air attacks, leading to a drop in oil prices and clearing the way for the continued upward march of global stock markets. “The next move is up to the Iranians. Our bet is that they will sue for peace,” Yardeni, head of Glen Head, N.Y.-based Yardeni Research, said in his market notes yesterday after the surprise U.S. attack on three Iranian nuclear facilities.
Cash Still A Critically Important Asset, This Company Says

5 days ago | fa-mag.com | Karen DeMasters

Cash often is the forgotten asset, but it should be valued and protected like any other investment, according to Kelly A. Brown, founder and CEO of Ampersand, a cash management firm based in Waukesha, Wis. A well-managed cash deposit can earn a meaningful interest rate and should be included in a well-rounded portfolio, she said. “Investors should look at cash as an asset that needs to be protected,” Brown said in an interview.
Advisors Caution A Long View During Israel-Iran Conflict

1 week ago | fa-mag.com | Christopher Williams

What Israeli-Iranian war? That is the question traders seem to be asking given that there’s been a sharp recovery in the stock markets since Israel began its air assault against Iran on June 12 with the stated aim of impeding Iran’s nuclear development program. Indeed, stocks have historically shrugged off major geopolitical events after an immediate negative reaction.
The House And Senate Tax Bills Compared

1 week ago | fa-mag.com | Matthew Erskine

Bottom Line Up Front: The House and Senate have developed significantly different approaches to extending the 2017 Tax Cuts and Jobs Act (TCJA), with the House version costing approximately $4 trillion over 10 years and the Senate version designed to be more fiscally conservative. Key differences include varying approaches to state and local tax deductions, child tax credits, and Medicaid reforms.