How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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(Bloomberg) -- Lamberto Frescobaldi sets two wine glasses atop a wooden barrel in the spacious cellar of his company's winery in a 1,000-year-old castle not far from Florence. Uncorking a bottle of Nipozzano, he takes a sip and nods. The...
Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack. I like to call these individuals “Stingers.” Preventing this problem or solving...
(Bloomberg) -- For years, the biggest nations have tried to to outsmart tax dodgers and reclaim trillions of dollars stashed in off-shore accounts. Many of them are tired of waiting and now just want to make peace and bring some of the money...
There's fear the golden years won't be so golden. | Ricardo Reitmeyer/iStock/Thinkstock
A new Transamerica retirement survey reports that none of the baby boomer, Generation X or millennial generations feel secure about their retirement prospe...
Mark Lopez at the 2008 Olympics. | Copyright Clive Rose, Getty Images
What does an Olympian do once they're done competing? Some turn to the wealth management industry. According to Reuters, UBS Wealth Management Americas, Merrill Lynch and Mo...
Where millionaires are a dime a dozen. | Copyright Darren McCollester, Getty Images
Nine of the 10 colleges that produce the most millionaire alumni are in the United States, led by Harvard University, according to a WealthInsight survey, Forb...
Although 2015 saw a slight drop in the auction market for photographs, this is due in large part to unpredictable, outside forces. For example, the Paris terrorist attacks in November interrupted the Fall photography sales in Paris and the...
(Bloomberg)-- Ronald Reagan's name is invoked, mantra like, during every presidential election. Nancy, his fiery waif of a spouse, tends to get less airtime, but this fall that might change: On Sept. 21 and 22, and in an...