How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Wealth managers are maintaining only a tenuous grip on their client bases—and technology, or lack thereof, may be to blame.
A recent report by PricewaterhouseCoopers casts light on just how unsatisfied clients are, generally, with the advice t...
Murphy’s Law applies itself with surprising vigor in the estate planning field. If your clients are leaving outright, no-strings-attached inheritances or gifts to their beneficiaries, they are practically inviting disaster. But, there&rsquo...
(Bloomberg) -- Is art collector Dmitry Rybolovlev an unwitting victim of fraud, or a savvy buyer who should have known what he was getting into? Was Yves Bouvier acting as his buyer’s agent, or simply as a dealer...
(Bloomberg) -- In the old days, lawyers spent their own money to sue in the hope of victory and a third of the client's award. Then came litigation finance, in which law firms with limited funds turn to investors, getting cash up front in...
We all make the same mistakes. | Enrique Ramos Lopez/iStock/Thinkstock
The uber wealthy aren't better investors than the merely affluent, and many make the exact same mistakes as those with far lower net worth. According to a new survey from t...
