More in High Net Worth

  • May 6, 2015
    The Daily Brief

    Diplomas Without Debt

    FutureAdvisor became the first robo-advisor to offer an automated college savings plan Tuesday when it launched the new “Diplomas Without Debt” service....More
  • May 1, 2015
    The Daily Brief

    The Carl Icahn, Bill Ackman ETF

    A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb. Global X recently launched an ETF to give retail investors the ability to do just that....More
  • Apr 28, 2015
    The Daily Brief

    Not Just Your Millennial’s Advisor

    A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools....More
  • Apr 1, 2015
    The Daily Brief

    The Hispanic Wealth Project Blueprint

    The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion....More
  • Mar 31, 2015
    The Daily Brief

    Where the 1% Live

    Connecticut has the highest number of individuals making over $1 million in income, accounting for 0.63 percent of the state’s tax-paying population, according to a recent study by personal finance website MoneyRates.com. Mississippi has the highest number of low earners....More
  • Mar 12, 2015
    The Daily Brief

    The Mythical Millionaire

    One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made small business owner who, by frugality and savings, joins the ranks of millionaires - is increasingly a mythical creature....More
  • Mar 6, 2015
    The Daily Brief

    How to Manage Celebrities and Their Money 1

    It's not easy dealing with celebrities. It's even harder when you're the one managing - or trying to manage - their money....More
  • Mar 5, 2015
    blog

    Millionaires of Tomorrow Not That Different Than Today's

    Looking to attract the millionaires of tomorrow? A recent study from Fidelity shows they’re not all that different from advisors' current wealthy clients....More

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