April 7, 2026

Wealth Management

Wealth Management

Our Future Health: Most have high cholesterol, health project suggests

Gillian Ebberson, 67, is already a member of UK Biobank, external, a similar project set up two decades ago, which is following the health of 500,000 adults in the UK. She was wearing a heart monitor as part of UK Biobank research. She has grandchildren and wants any health advances to help them. “I just

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Wealth Management

What Is Wealth Management and Do You Need It?

Wealth management is a branch of financial advising focused on protecting and growing the wealth of high- and ultra-high-net-worth clients. A wealth manager usually assesses a client’s finances, goals, and lifestyle to provide customized advice regarding tax planning, estate planning, charitable giving, and more. Why is managing wealth important? As your wealth grows, your financial

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Wealth Management

Raymond James Teams with JPMorgan Chase for Tax-Management Technology

Key Takeaways Raymond James Financial shares gained as the firm agreed to use tax-management technology provided by JPMorgan Chase. The technology for managed account users was developed by 55ip, which JPMorgan Chase’s asset management unit bought in 2020. Raymond James anticipates the enhancements will be online in the middle of next year. Raymond James Financial

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Wealth Management

Top 19 Lucrative Side Hustles To Boost Your Income And Smart Money Management Apps To Maximize Your Profits

This article provides insights on profitable side hustles that can help individuals increase their income and improve their finances. It discusses various side hustle ideas, including freelancing, selling products online, renting out properties, and providing services, such as pet care or house cleaning. The article also covers important aspects of personal finance, such as budgeting,

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Wealth Management

4 Health Benefits of Cantaloupe, Watermelon, and Honeydew

Melons have benefits for your skin health and immunity. hydration. Eating cantaloupe, watermelon, and honeydew supports hydration, which maintains your energy and joint mobility. Melons are sources of antioxidants, which help get rid of excess harmful free radicals in your body. Free radicals can damage cells over time. Eating more antioxidant-rich foods has been linked

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Wealth Management

Goldman Sachs sells financial planning unit as part of consumer retreat

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Goldman Sachs has agreed to sell one of its personal financial management divisions as chief executive David Solomon continues to unwind a botched foray into consumer banking. The unit, which has about 200 employees, is

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Wealth Management

Goldman Sachs explores investment adviser sale in retreat from mass market

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Goldman Sachs is exploring a sale of the investment advisory business it acquired four years ago, marking a further retreat from efforts to be a major bank to mass-market customers. The Wall Street firm said

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Wealth Management

Advice on tax implications of restructuring a farm business

High land values mean the tax risks of poor planning and rushed decisions can prove very expensive. Poor decisions can arise for many reasons, including family or financial pressure, grudges, illness, persuasion by an outside commercial interest or simply because of misunderstandings about the implications of what is being done. “I see examples twice a

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Wealth Management

Quicken Deluxe Review | PCMag

Quicken began its life as a simple tracker of money in and money out. The software has built up around that task to include many others, but income and expense management is still the core function.  When you log in, Quicken quickly answers on one page (in the mobile app) the top five questions you

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Wealth Management

Tax Management Software Market Size to Surpass USD 38.49 Billion by 2030, exhibiting a CAGR of 13.5%

Fortune Business Insights As per the report by Fortune Business Insights, the global tax management software market size is projected to reach USD 38.49 billion in 2030, at a CAGR of 13.5% during the forecast period, 2023-2030 Pune, India, July 26, 2023 (GLOBE NEWSWIRE) — According to Fortune Business Insights, global tax management software market

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