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.
Almost 100 countries have agreed to impose new disclosure requirements for bank accounts, trusts and some other investments held by international customers
(Bloomberg) -- Buying a secondhand $7,000 ruby necklace on the Internet sounds risky. But a startup has found a way to successfully sell previously owned luxury gems online...
Irrevocable trusts shouldn’t be left to languish as the years go by. In this issue, we’ll show you why and how an old or out-of-date irrevocable trust can be modified to benefit you, your clients, their spouses, or other beneficiaries. And, of...
The digital revolution–and, more to the point, the internet and information age–have catapulted wine collecting from a pastime once reserved for rich male snobs to persons of every conceivable stripe...
As advisors rush to improve their digital offerings to better serve, educate and communicate with clients, the firms that service the clients with the most resources are the ones that are falling furthest behind...