With the arrival of William and Kate's newborn son, George Alexander Louis, here's a look at how much he stands to inherit, and how much the rest of the royals are worth.
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Gerry Klingman, of New York-based Klingman & Associates gave advisors attending the Raymond James Professional Development Conference this week several tips to help them score points with high-net-worth clients. Klingman & Associates has $1.3 billion assets under management and advises over 250 clients, 20 of which have over $10 million in AUM.
What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number.
The costs of long-term care and its corresponding insurance are only expected to get worse, but there are several alternatives to make sure clients get the care they need
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What do American and European billionaires have in common? A taste for expensive islands in remote locations. Here are the top five billionaires (and incredibly lucrative clients) rich enough to buy their own piece of paradise.
From The Great Gatsby to Wayne's World—what can the movies teach us about managing money.
Your family business clients may be walking into your office thinking they know far more about succession planning than they actually do. Here are 5 common misconceptions.
The standard method of projecting a client’s spending pattern may have them saving too much.
The Obama Administration Budget for Fiscal Year 2014 seeks to raise revenue from the estate tax system from three primary sources.
Family litigation occurs not from a lack of trying to solve the issue, but from a lack of planning. Here, CPAs at Sensiba San Filippo provide tactics to avoid family battles over wealth transfers.
Take a look back at WealthManagement.com's top 10 wealth planning stories of 2013.
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