David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
Despite the possible repeal, estate planning attorneys attending their biggest professional conference said they remain optimistic about the need for their services, and see a closer working relationship with...
Here are a few lessons on working with high net worth clients to think about while you watch all of the classic Christmas movies. Perhaps the most important of all: Family is everyone's top consideration.
A U.K. research firm finds U.S. advisors planning to drop small clients in wake of DOL rule "in an echo of what happened in the U.K." after that country banned certain commissions on advisor-sold funds.
Individual wealth has grown dramatically over the past century all over the world, but America will have to continue to be a workhorse if that trend is to continue.