High Net Worth

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Strategies, tools and tips for the high net worth client.
 

Hollywood’s 10 Richest Movie Moguls

  • 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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