Half of Americans identify as being outside of a “traditional,” nuclear household.

Look to the West Coast for innovation in the family office space.

Inequality will worsen because the wealthy are by far the largest owners of equities.

Some important implications for advisors catering to UHNW and HNW clients.

Regulators warn about cryptocurrencies, wealthy families struggle with family and Qualified Plan Advisors acquires the retirement practice of Ascende Wealth Advisers.

We have to lead by example, and it has to start much earlier.

Staying with clients through times “good or bad, happy or sad,” means choosing to talk to them now, when markets are doing well, rather than waiting until you have to, after the inevitable downturn.

Sam Ficken was working at a Connecticut brokerage when the NFL called, Ripple mints its first billionaires and millennials are bad at picking stocks.

How to employ ESBTs as part of an overall wealth transfer strategy.

What could this recent advisory mean for your clients?