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The Wealth Transfer Has Already Begun
Sep 13, 2016
The next generation. Copyright Evan Agostini, Getty Images Ultra high net worth individuals will transfer $3.9 trillion to the next generation by 2026, down from $4.1 trillion estimated in 2014, according to a new...
DOL Rule a Bad Neighbor for State Farm
Sep 12, 2016
Moving on. | Copyright Tim Boyle, Getty Images State Farm is tweaking its product offerings available to its agents, and the Department of Labor’s fiduciary rule is partly to blame. Currently about 12,000 of the i...
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More Important Than $1 Million
Sep 09, 2016
Making that first million is always the hardest, but for millionaire retirees, it's not that big a deal, according to a new Ameriprise Financial survey. The study, of 432 millionaire retirees, found that 40 perce...
The Most Charitable City in America
The Most Charitable City in America
Sep 08, 2016
Charitable. | Copyright Ronald Martinez, Getty Images Houston is home to the top charities in the United States for the second year in a row, according to Charity Navigator's 2016 Metro Market Study. The survey co...
CFP Board Reaches 75,000 Certificants
CFP Board Reaches 75,000 Certificants
Sep 07, 2016
The ranks of Certified Financial Planners just crossed 75,000, the CFP Board announced Tuesday. The CFP designation dates back to 1973, when the first group completed a course at the College for Financial Plannin...
Paying Down Debt Beats Investing
Sep 06, 2016
Click to Enlarge More Americans are concerned about reducing their debt than investing and saving for the future, according to a new report by BMO Wealth Management. The report, which polled 1,018 adults online, f...
The Largest Wealth Gap in the World
The Largest Wealth Gap in the World
Sep 02, 2016
Russia is the country with the highest wealth inequality in the world, according to a new report by New World Wealth. The report found that 62 percent of Russia's wealth is held by millionaires and 26 percent of ...
The Rich Worry More About Identity Theft Than Terrorism
The Rich Worry More About Identity Theft Than Terrorism
Sep 01, 2016
Click to enlarge Nearly three-fourths of high net worth investors are worried about identity theft, ranking it higher than terrorism (65 percent) or a major illness (56 percent), according to a new Morgan Stanley ...
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