High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Robo Advisors Battle Wall Street for Rich Investors

May 24, 2017

Betterment is betting its brand is good enough to bring in affluent investors.

Madoff Fund Has Paid Millions to Breeden Firm, Zero to Victims

May 23, 2017

Richard Breeden, the Madoff Victim Fund administrator, racked up $38.8 million in billings while investors are still waiting for their checks.

Five Tips for Teaching Children About Money

May 22, 2017

The prime time for a child to begin learning good financial habits usually occurs during the “tween to teen” years.

SoFi Steps Into Wealth Management

May 22, 2017

SoFi launches a hybrid robo advisor service, Judy Mares joins the Betterment for Business board and Prince's heirs have been named.

It’s Not All About the Race to Zero

May 19, 2017

Slashing fees is only the start to keep self-directed investors, FiNet advisors join Raymond James and diamond earrings sell for a record at auction.

Who Makes Charitable Gifts and Why?

May 19, 2017

Just how important are state and federal taxation to clients’ philanthropic decisions?

Finance Elite in Vegas: Long Live Trump! Or Pence. Whichever

May 18, 2017

Those gathered at the SALT conference in Las Vegas are comfortable with future with Mike Pence in charge.

Where the Wealthiest Went to College

May 18, 2017

The top 20 colleges ranked by ultra-rich alumni, Addepar expands its alt investments capabilities and Raymond James continues its West Coast recruiting spree.

Alan Thicke's Wife and Kids Could Be Going To War

May 17, 2017

The "Growing Pains" star's estate is the subject of a potential conflict.

The Only Question Investors Have Is About Trump

May 17, 2017

The man in the White House can't be ignored. But some perspective helps.

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High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM. For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.