Latest updates for Personal Wealth

Fresh curated links around personal wealth are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • America's Richest Households Share This Trait, Survey Finds
  • 7 Assets That Help Explain the Wealth Gap Between Upper Class People and Working Class People, According to Economics
  • Billionaire cohort and wealth at new highs, but what’s in their portfolios?

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Fresh articles and ideas

Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.

dailyvoice.com /4 days ago

America's Richest Households Share This Trait, Survey Finds

The Americans leading the household wealth rankings share a trait that a paycheck alone cannot explain.Families headed by someone 75 or older had the highest median net worth of an...

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newtraderu.com /1 month ago

7 Assets That Help Explain the Wealth Gap Between Upper Class People and Working Class People, According to Economics

The wealth gap in America is discussed mostly in terms of income. That framing misses something. A person can earn a solid salary for decades and still end up with almost nothing t...

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wealthprofessional.ca /1 month ago

Billionaire cohort and wealth at new highs, but what’s in their portfolios?

New research reveals wealth drivers, asset holdings and demographic makeup of world’s wealthiest

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visualcapitalist.com /1 month ago

Ranked: Wealth Per Person Across 22 Major Economies

The U.S. leads global wealth at $504k per capita, followed by Australia at $445k. See how the rest of the world compares.

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wealthmanagement.com /1 day ago

Why Family Capital Matters

The most important part of a wealth transfer is not the money.

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taxresearch.org.uk /1 month ago

Understanding economics: What is wealth?

Money is not wealth. That single distinction is one of the most important things economics has to teach, and we have been getting it wrong. Read the full article...

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fortune.com /6 days ago

The $124 trillion Great Wealth Transfer and women’s earning power has created a ‘perfect storm’ of opportunity, wealth e...

Around 53% of women’s assets are currently unmanaged by professional advisors. Wealth management execs say women need to take the reins of their financial futures.

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newtraderu.com /1 week ago

7 Assets Upper-Class People Own That Middle-Class and Working-Class People Don’t Understand

Most of us were taught one way to get ahead. Earn a paycheck, save what you can, and contribute to a 401(k) every month until you reach retirement. That approach works. It’s just n...

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fool.com /4 days ago

Here's the Net Worth That Puts You in the Top 5% of American Households

The ultra-wealthy have a few things in common.

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newtraderu.com /1 month ago

10 Assets Middle-Class People Must Build Before Trying to Live Like the Wealthy

Plenty of people buy the lifestyle first. The leased SUV shows up years before the big brokerage account does, and the vacation trip gets booked while the emergency fund sits at $4...

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wealthprofessional.ca /1 month ago

RBC wealth management profit jumps 32% as client assets surge

Rising markets and strong net new money pushed RBC Wealth Management's net income up 32% in Q3, with AUM hitting $1.70 trillion

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ft.com /1 month ago

The bankers cashing in on Italy’s wealth boom

Private equity helped create a new generation of wealthy Italians. Private banks are in a bidding war to serve them

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investmentweek.co.uk /1 week ago

Private equity buyers dominate wealth M&A market

Wealth merger & acquisition transactions have tripled in volume in the past six years, with private equity-backed buyers now accounting for nearly three-quarters of deals, acco...

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wealthmanagement.com /1 week ago

Wealth Revenues Climb at Morgan Stanley, Merrill Lynch

In Morgan Stanley's case, net new assets jumped 187% year-over-year, largely due to IPO-related flows.

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wealthprofessional.ca /2 weeks ago

Your Clients’ Treasures Belong in the Conversation

Art, jewellery and handbags can matter to a family without becoming a retirement strategy

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taxresearch.org.uk /2 weeks ago

The triple lock we need on wealth

This question was asked by someone called Steve  on this blog last night: How about a “triple lock” on wealth to help stop it’s current Read the full article...

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wealthysinglemommy.com /6 days ago

Exploring vintage investments to build family wealth today

Diversifying income streams and exploring alternative asset classes can provide single mothers with exciting new avenues for building long-term family wealth. Tangible holdings cre...

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newtraderu.com /1 month ago

10 Things the Upper Class Owns That the Working Class Rents. Which Ones Are You Stuck Renting?

Ownership separates the wealthy from everyone else more than income does. A person can earn a solid paycheck for decades and still end up owning almost nothing that produces value...

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rnz.co.nz /2 weeks ago

Are you feeling wealthier?

Stats NZ has released updated national accounts data that shows household wealth slipped in the June quarter, although we are still better off than a year ago.

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newtraderu.com /2 weeks ago

5 Assets Upper-Class, Middle-Class, and Working-Class People All Need for Financial Security

Money problems hit every income level. A warehouse worker can lose shifts, a manager can get cut in a corporate restructuring, and an executive can be fired for not making their nu...

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propertyupdate.com.au /3 weeks ago

Cash flow and debt management: The hidden engine of wealth

When people think about building wealth, the focus usually turns immediately to investment strategies. Which shares to buy? Should I purchase another property? Is now the right tim...

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flowingdata.com /2 days ago

Rising to higher net worth, by age

Results from the Survey of Consumer Finances for 2025 were recently released, which means it is time for another rendition of seeing who has a higher net worth.Tags: net worth, wea...

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wealthprofessional.ca /1 month ago

Family conversations, not paperwork, drive wealth transfer readiness

New Fidelity research reveals most affluent families lack peace of mind despite completing estate planning documents

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Sources covering Personal Wealth

taxresearch.org.uk

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visualcapitalist.com

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wealthprofessional.ca

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wealthysinglemommy.com

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dailyvoice.com

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flowingdata.com

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