In certain jurisdictions, an aggressive defense may be best.

Wealth management was supposed to be a steady source of income, so this dropoff in revenues is a taste of reality.

Microsoft Corp. co-founder Bill Gates, once the world’s richest person, has again eclipsed the $100 billion threshold, joining Amazon.com Inc.’s Jeff Bezos in the exclusive club.

The result is enhanced investor, employee and customer engagement.

Real estate is now the only game in town.

A new way of looking at ownership to assist advisors working with family businesses.

Our series concludes with a discussion of charitable gifting options and planning for after the sale.

Many parents grapple with the conflict of leaving less to one child.

More than 10.2 million households had a net worth of $1 million to $5 million, according to a survey by the Spectrem Group.