High Net Worth

Moving into the high-net-worth space is not the easiest way for a mass-affluent advisor to grow.    

He's not alone. | Fuse/Thinkstock A new study by professors at Nanyang Technological University and the University of Kentucky says it is. Stephen G. Dimmock, William C. Gerken and Nathaniel P. Graham studied the effect of career networks ...

The holidays are here and with them come a predictable increase in the efforts of scammers, particularly those targeting elderly clients...

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An approach to business valuations of non-controlling interests in privately held companies

These novel assets require a unique perspective

The main valuation techniques

A summary of several developments in 2015

Much speculation, but no action yet, on Section 2704 regulations

  LIvin' la vida Cuba. | Copyright Chip Somodevilla, Getty Images You don't have to look that hard to realize that markets are anything but efficient. But contrary to what some believe, they can stay inefficient for a long time. Case in...