A Year of Transformations

Dec 21, 2016

Recent developments in the art world that estate planners should know about.

On The Cover: January 2017

Dec 20, 2016

Legal Editor Anna Sulkin discusses this month's cover.

Note From The Editor: January 2017

Dec 20, 2016

Editor in chief Susan R. Lipp discusses this month's issue.

Zsa Zsa Gabor Always Kept the House

Dec 19, 2016

She never met a man she hated enough to give his diamonds back, and her many divorces could make for an interesting estate.

How the Trump Rally Could Save Endowments

Dec 19, 2016

Compared to hedge funds, endowments and foundations are better structured to tolerate more volatility.

Ten High Net Worth Lessons From Christmas Movies

Dec 16, 2016

Here are a few lessons on working with high net worth clients to think about while you watch all of the classic Christmas movies. Perhaps the most important of all: Family is everyone's top consideration.

JPMorgan Draws IRS Whistle-Blower Complaint Over Pension Funds

Dec 16, 2016

The bank may be on the hook for hundreds of millions of dollars in tax penalties.

Will Tech Empower Future Advisors, or Bring Judgment Day?

Dec 16, 2016

The CFP explores what kind of future fintech will bring, pricing models aren't keeping up and high net worth investors worry about their health.

A Globetrotter's Guide to the Arithmetic of Luxury Shopping

Dec 14, 2016

Bargain shopping for luxury goods based on foreign exchange volatility.

The Super Rich Are Getting More Generous

Dec 14, 2016

Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.