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.
The latest blow in the fight for international financial transparency fell Thursday, as a new cache of leaked offshore corporate documents, this time from the Bahamas, was made public...
There's been a great deal of debate in the past several years as to how much, exactly, the Department of Labor's new fiduciary rules will cost advisors. In the past, SIFMA warned that it could cost upwards of $5...
While accepting her Emmy Award for Outstanding Lead Actress for her portrayal of President Selina Meyer on HBO's Veep, Julia Louis-Dreyfus dedicated the award to her father, whom she revealed passed on Friday...
The proliferation of second marriages and the ever-expanding definition of “family” are blurring the previously well-defined lines between the generations in many American families. Traditional wealth and...
C-suite investors are interested in working with advisors to engage in complex planning and investing, but they expect more give-and-take than the average client.
A recent study by Spectrem Group surveyed 629 seni...
The surprise result of the Brexit referendum on June 23 has sent shockwaves through the financial world. This increased uncertainty and volatility has accelerated the trend of Asian high net worth (HNW) individuals...
Social media and mobile technology have become simple facts of life for the vast majority of Americans; wealthy clients are no different. They like Facebook and increasingly want to watch online financial videos. Wha...