A Clear and Present Danger

Oct 03, 2014

Tom Clancy's estate can teach advisors a lesson about blended families

Editor's Letter: October 2014

Sep 30, 2014

Serving the Stagnating Mass Affluent

Hitting Close to Home

Sep 26, 2014

Where are aging Americans going to live?

Merger is Constructive Gift in Cavallaro

Sep 23, 2014

Taxpayers’ position wasn’t credible

Four Misconceptions About Succession Planning

Sep 22, 2014

Don't let them get in the way of planning for the future

Going Out With a Bang

Sep 19, 2014

Maximize your clients' deductions for funeral expenses

Increased Trust Drives HNW Investors' Increased Risk

Sep 18, 2014

Trust levels up 12 percentage points from last year as HNW increase allocation in alternatives and foreign investments

Where Billionaires Live: The Top 20 Cities

Sep 17, 2014

Out of the 2,325 billionaires spread throughout the world today, the U.S. remains the country with the largest number of these ultra-high-net-worth individuals, according to the 2014 Billionaire Census published by Wealth X and UBS...

The Tax Advantages of Donor-Advised Funds

Sep 17, 2014

There is an increasingly-popular tool that allows clients to get more to their favorite charities, and less to the IRS

Convening the Family

Sep 10, 2014

Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions