Demographics provide several helpful cues for getting started. Advisors can build upon that information to understand each client on a deep, individual level.

Americans’ definition of personal wealth is wide-ranging, particularly when it comes to describing who’s “rich.” Vox looked at a 2011 chart from Roper and Gallup that showed "rich" had a fluid definition: The less you make, the less you think i...

Unlike gradually amassed wealth, sudden wealth recipients often find themselves with assets that surpass their resources and knowhow to manage them.

Help them avoid spoiling their children

Structural solutions don’t work to resolve the issues of complex generational systems

Maximize the value on the sale while avoiding conflict

How enterprise families evaluate and select wealth advisors

Best practices to promote family sustainability

No answer. Clients would have to be crazy not to work with a CFP professional, right? Even the most extreme daredevils wouldn’t trust a non-CFP. At least that’s the message of a new advertising campaign by the CFP Board. The organization’s n...

Watch the latest video at video.foxbusiness.com New York Yankees legend Derek Jeter never tested the free agent waters during his long playing career, but now that he's retired, his estimated $200 million net worth is causing a bidding war of...