I started an exclusive network for millionaires where membership costs $33,000 a year. Here's what it's like inside our meetings.
TIGER 21 is a networking group for people with a minimum net worth of $20 million. The founder shares how ultrawealthy ...
AI to transform wealth management, Microsoft executive says
Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...
Stocks mostly up on Ukraine peace hopes, shrugging off latest US tariff talk
Major stock markets mostly rallied and oil prices retreated Thursday on hopes for an end to the war in Ukraine and despite ...
The Great Wealth Transfer: Managing Inheritance In Trusts
As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...
3 Reasons Why USHY's Yield Could Still Be Attractive Despite Its Low Spread Over IG Bonds
USHY holds exposure to BB and B-rated bonds, which in 2025 experienced a default rate below the historical average. Explore ...
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Are wealth declarations effective in fighting corruption?
As Uganda’s Inspector General of Government (IGG) pushes for public officials to declare their income, assets and liabilities by March 31, 2025, experts warn that without structural reforms, this ...
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Record growth: Interval funds emerge as key players in alternative investments
Flynn will take the stage at the Blue Vault Alts Summit to moderate a panel that dives into interval funds. The Summit comes ...
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Indianapolis property manager sentenced in multimillion-dollar Ponzi scheme
Herbert "Bert" Whalen, 50, pleaded guilty to conspiracy to commit wire fraud for misrepresenting the poor conditions of ...
5 RRSP transfers that make tax sense
Here are five ways assets in RRSPs can be transferred on a tax-deferred or tax-free basis. Switching financial institutions ...
How investors can build a margin of safety amid tariffs
Despite Trump's tariffs, investors can still protect their gains with a margin of safety, Philip Petursson, chief investment strategist Philip at IG Wealth Mana ...
IG Wealth Management Housing Affordability Study: Housing Market Continues Straining Homeowners, Hits Renters Hardest
According to findings from the seventh annual edition of the IG Wealth Management Financial Confidence Index ("the Study" or "the Index"), the majority (56 per cent) of Canadians believe housing ...
If You Build It, They Will Come: Winning Content Strategies For Wealth Managers
In today’s digital-first world, investors expect more than generic thought leadership or one-size-fits-all advice.