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D3sign | Moment | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Market data firms have been pitching artificial intelligence as the key to locating elusive ultra-high-net-worth clients. But […]
Cg Tan | E+ | Getty Images Millionaires are increasingly dissatisfied with their wealth managers and accountants, but they prize their personal trainers and therapists, according to a new survey. Only a third of millionaires use a wealth advisor for their financial planning and 1 in 5 plan to fire their advisor due to high costs and poor service, […]
Drazen_ | E+ | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Over the next 25 years, more than $120 trillion in wealth will be passed down to inheritors, […]
Health and Human Services Secretary Robert F. Kennedy Jr. and Secretary of Education Linda McMahon attend a Make America Healthy Again Commission event, in the East Room of the White House in Washington, May 22, 2025. Evelyn Hockstein | Reuters A key, revamped government panel of vaccine advisors appointed by Health and Human Services Secretary […]
