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The affluent have worked hard to reach their current lifestyle and as a result, regardless of how they view themselves, they are no longer your average American.
They have a plan.
The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According ...
For human advisors, the robo-advising move into mainstream means that they will have to work harder to prove their value to current and potential clients.
Just follow the smell of money. | Jorge Jimenez/iStock/Thinkstock
Connecticut has the highest number of individuals making over $1 million in income, accounting for 0.63 percent of the state’s tax-paying population, according to a recent s...