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Ally Love, Dwyane Wade, JPMorgan Wealth Management CEO Kristen Lemkau, Tom Brady, A’ja Wilson and Megan Rapinoe during the JPMorganChase Athlete Council meeting on March 18, 2026. Shawn McMillan | CNBC JPMorgan Chase has recruited some of the biggest names in American sports to help tackle a persistent problem: professional athletes going broke. The bank […]
Big-money billionaires, including Larry Ellison and Sergey Brin, are flocking to ritzy little enclaves at the California-Nevada border to scoop up property and seemingly escape the Golden State’s proposed “billionaire tax.” Brin plunked down a whopping $42 million last month on a Lake Tahoe estate in Nevada. Oracle co-founder Larry Ellison has also been quietly […]
California Democrat Rep. Ro Khanna says he has a solution for Silicon Valley elites angered by his embrace of a wealth tax: Tackling fraud. Over the weekend, Khanna came under fire from some donors and allies in the tech industry after he endorsed a wealth tax. Labor groups in California are trying to add a […]
Democrat Rep. Ro Khanna has embraced a wealth tax in his home state of California, and his longtime allies in Silicon Valley are now threatening to abandon him. California labor groups are trying to add a proposal for a statewide tax on billionaires to the November ballot. The proposal is causing a rift among Democrats […]
Roughly 1 in 7 people are leaving unclaimed property on the table, according to the National Association of Unclaimed Property Administrators. While the recent heavy selling in bitcoin and ether is rightly getting all the short-term attention, this estate planning issue is a longer-term one that’s likely to be exacerbated as crypto adoption and ownership […]
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, […]
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. The top 10% of Americans added $5 trillion to their wealth in the second quarter as the stock market rally continued to benefit […]
Citigroup’s embattled wealth boss Andy Sieg brushed off reports that he terrorized colleagues with profanity-laced tirades — and hinted that business has improved as laggard employees have gone and been replaced. Sieg, 58, told Fox Business Network anchor Maria Bartiromo on Wednesday that “the stories themselves are not accurate” and insisted the sweeping changes he’s […]
Senior woman looking on cell phone at sidewalk cafe. Yuliya Taba | 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. A leading advisory group to the wealth […]
