How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Our society celebrates wealth in the abstract, but delights in judging the rich. A sociologist of affluence reveals five tips for overcoming the bias to build trust with wealthy prospects.
Members of the class of 1969 sent a letter to incoming President Lawrence Bacow suggesting shifting half of the school's $37.1 billion endowment into low-cost funds tracking the S&P 500.