More in High Net Worth

  • 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
  • Mar 4, 2015
    The Daily Brief

    Defining Who's Rich

    Americans’ definition of personal wealth is wide-ranging, particularly when it comes to describing who’s “rich.”...More
  • Feb 19, 2015
    blog

    I’d Have to Be Crazy

    Clients would have to be crazy not to work with a CFP professional, right? Even the most extreme daredevils wouldn’t trust a non-CFP. At least that’s the message of a new advertising campaign by the designation-granting organization....More
  • Feb 17, 2015
    blog

    Derek Jeter, Free Agent?

    New York Yankees legend Derek Jeter never tested the free agent waters during his long playing career, but now that he's retired, his estimated $200 million net worth is causing a bidding war of sorts among financial firms looking to help him manage it...More
  • Feb 5, 2015
    blog

    The Rise of the Regionals

    There's a happy medium in the financial services industry between the wirehouse and the RIAs, and it's regional brokerages....More
  • Jan 30, 2015
    blog

    It Costs How Much to Attend the Super Bowl?

    Want to go to the Super Bowl? Be ready to shell out between $5,000 and $35,000, depending on the experience you want...More

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