How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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“Anytime you find someone more successful than you are, especially when you're both engaged in the same business—you know they're doing something that you aren’t.” ― Malcolm X
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A California federal judge threw out Lionsgate Films’ lawsuit against TD Ameritrade, which claimed the brokerage firm infringed on its trademark in a recent ad referring to the studio’s 1987 movie Dirty Dancing, according to The Hollywood Rep...
Limitations on the deductibility of investment advisory expenses can have outsized impact on taxpayers with high adjusted gross incomes (AGI) or those subject to the alternative minimum tax (AMT). Taken together, the 2 percent of AGI limitation a...
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...
