How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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(Bloomberg) -- Yale University posted a 3.4 percent investment gain, besting rival Harvard University, which joined most college endowments in reporting annual losses...
The latest blow in the fight for international financial transparency fell Thursday, as a new cache of leaked offshore corporate documents, this time from the Bahamas, was made public...
(Bloomberg View) -- The idea that the world is awash in savings -- one factor driving the theory of secular stagnation -- is, on the surface, a persuasive one. Too bad it may not be true...
(Bloomberg) -- Hillary Clinton wants roughly $550 billion in new taxes and fees over the next decade -- affecting investment partnerships, large estates and banks -- that have received little to no public discussion from her campaign, a...
Proud to be Great American.
Great American Life Insurance Company has introduced a new fee-based fixed indexed annuity with an optional guaranteed income rider that the firm says meets the compensation requirements of the Department of Labor’s...
(Bloomberg) -- Assets in college savings plans named for an obscure section of the Internal Revenue Service code hit a new record this summer, totaling $266.2 billion. That’s up 5.1 percent from a year ago, when assets in the accounts...
(Bloomberg) -- It's hard to feel sorry for someone making six figures, but a new survey attempts to drum up some sympathy for the deflated bank accounts of these high rollers. Close to half of those who earn from $100,000 to $149,999 a...
While accepting her Emmy Award for Outstanding Lead Actress for her portrayal of President Selina Meyer on HBO's Veep, Julia Louis-Dreyfus dedicated the award to her father, whom she revealed passed on Friday...
(Bloomberg) -- Art dealer and collector Niels Kantor paid $100,000 two years ago for an abstract canvas by Hugh Scott-Douglas with the idea of quickly reselling it for a tidy profit. Instead, he is returning the 28-year-old artist’s...
(Bloomberg) -- How many businesses could be created if local entrepreneurs received the fortunes of the wealthiest? We created the 2016 Robin Hood Index to look into the question.
We took the richest individuals of 42 economies with different ...