The term “estate planning” generally includes documents such as a Last Will & Testament, financial power of attorney, health care power of attorney and maybe a trust. However, to address the growing online presence of individuals...

Help your clients with this difficult conversation.

(Bloomberg) -- In the year that Donald Trump was transformed from a long-shot presidential candidate into the presumptive Republican nominee, he took on more debt and sold at least $50 million of stocks and bonds. At the same time, the value...

It’s Christmas in July for charities, as Warren Buffett has continued his annual tradition of making massive summertime charitable donations, this time to the tune of $2.86 billion...

(Bloomberg) -- More rich Asians are asking private banks to manage their wealth amid increasing volatility in financial markets, a new survey shows, in an encouraging sign to firms such as UBS Group AG and Credit Suisse Group AG that are...

(Bloomberg) -- As India’s richest men hit their 60s and beyond, succession questions about the next generation of tycoons will increasingly emerge in a country where business is still dominated by family-run enterprises...

“If people like you they'll listen to you, but if they trust you they'll do business with you.&rdquo...

(Bloomberg) -- Baby boomers started turning 65 in 2011, marking the unofficial beginning of their retirement years. The timing could not have been better for older boomers, who are already part of the wealthiest generation in U.S. history...