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.
The United States Supreme Court has determined that inherited IRAs are not protected from bankruptcy creditors. Although this development presents a serious risk for clients, it also presents a planning opportunity for financial advisors...
Apple recently angered a Canadian widow by demanding she produce a court order to obtain her late husband’s Apple ID password. We’ve been down this road before. A person dies without sharing any of their passwords and surviving family...
Keep calm.
Four major banks in the U.K. – Barclays, Royal Bank of Scotland, Lloyds Banking Group and Santander – are developing their own robo advisors aimed at mass-market consumers. According to The Financial Times (subscription required...
He's not impressed. | Copyright Andrew Burton, Getty Images
The market rout last week pushed every major asset class into negative territory for the one-year trailing period. That fact prompts Capital Spectator's James Picerno to note that...
Americana.
This weekend Sotheby’s will be auctioning off what it deems the “greatest collections of Americana ever assembled” on Saturday and Sunday in New York. The items are part of a collection assembled by Irvin and Anita Schorsch, the...
