High Net Worth

With Republicans in power, Congress will be looking to repeal or reform the federal estate and gift taxes.

There are significant differences between the Trump and House GOP proposals.

There are more than 40,000 active tax-exempt organizations in the U.S. in 2014.

A U.K. research firm finds U.S. advisors planning to drop small clients in wake of DOL rule "in an echo of what happened in the U.K." after that country banned certain commissions on advisor-sold funds.

Robert Trujillio of Metallica takes a stake in Manhattan West Asset Management, TD Ameritrade adds crowd-sourced earnings estimates to its thinkorswim trading platform and Will Allen pleads guilty to running a Ponzi scheme.

Individual wealth has grown dramatically over the past century all over the world, but America will have to continue to be a workhorse if that trend is to continue.

The U.S. SEC and IRS are investigating

Being a millionaire isn't what it used to be.

Urge clients to consider this powerful form of communication .

Recent developments trigger need for review.