Ultra-Rich Still Hungry for High-End Real Estate Investments: Citi

Jun 16, 2016

The centi-millionaires and billionaires who are clients of Citigroup Inc's (C.N) private bank still want to invest in the fanciest real estate in North America, despite recent signs that segments of the high-end market have begun to cool...

An Advisor’s Guide to IRA Prohibited Transactions

Jun 14, 2016

With individual retirement account assets exceeding $7 trillion, advisors need to be familiar with prohibited transaction rules.

Morgan Stanley Adds Miami Office for Latin American Wealth

Jun 14, 2016

Lots of wealth here. | FotoMak/iStock/Thinkstock ...

Twenty Tips for Planning at the Eleventh Hour

Jun 13, 2016

This gallery is an adapted and abbreviated version of the authors’ original article in the June issue of Trusts & Estates. For more information, watch the archived webinar on this topic.

Goals-Based Planning

Jun 13, 2016

Four suggestions for getting client buy-in

Goldman Accused of Giving Libya Officials Gifts to Win Influence

Jun 13, 2016

(Bloomberg) -- Goldman Sachs Group Inc. used lavish training trips and Moroccan vacations to woo unsophisticated officials at the Libyan Investment Authority, influencing executives to make risky trades that led to a $1.2 billion loss...

U.S. Wealth on the Rise

Jun 10, 2016

It's a seller's market. | Copyright Scott Olson, Getty Images Thanks to rising home prices, the wealth of U.S. households rose 1 percent in the first quarter of 2016, to $88.1 trillion, according to the Federal Reserve. The hike comes even as ...

High Earners Are Going to Hate These Retirement Proposals

Jun 10, 2016

(Bloomberg) -- For the past two years, a commission made up of 19 high-profile people from the academic, political, business, and investment worlds has been busy devising a bipartisan plan to strengthen the retirement security and personal...

Clearing Up Common Estate Planning Misconceptions

Jun 10, 2016

For many people, the hardest part of determining how assets will be distributed after death is sifting through estate planning terminology and documentation. Help your clients get started on their estate plans by reviewing these three basic...

As Art Market Slows, Some Investors Get Paid to Bid at Sotheby’s

Jun 10, 2016

(Bloomberg) -- Sotheby’s was in a bind. The auction house had won several top consignments for its bellwether spring auction, including a Jean-Michel Basquiat that sold for $7.4 million four years ago, by guaranteeing the sellers...