How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes.
Wealth-X, in conjunction with Knight Frank, recently conducted an attitudes survey to gauge the behaviors and concerns of wealthy clients ...
VC committed to fintech. | BrianAJackson/iStock/Thinkstock
Funding and deals in the financial technology space hit a record high last year, due in large part to the rise in mega-rounds of $50 million or more, according to a new report by K...
The IRS touted the growing number of taxpayers complying with foreign financial account reporting on Tuesday—an indication of improving awareness of and cooperation with (highly controversial) offshore tax rules...
A thousand words are not enough. | Copyright Mark Wallheiser, Getty Images
High-net-worth investors favor Donald Trump as the candidate who would be most beneficial to their pocketbooks, according to a survey by Spectrem Group’s Millionair...