How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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It’s Thanksgiving. Your clients are spending time with their family and friends. It’s joyous, festive, and maybe a little stressful. They want to talk about regular stuff – work, kids, how is Survivor still on the air? But it...
Ready or not, the holiday season is approaching and many of our clients will be gathering with siblings and parents for the first time in months. These get-togethers are a good opportunity to discuss larger family financial issues, but these...
What's on your phone? | Eugenio Marongiu/iStock/Thinkstock
A new survey from antivirus company Avast provides some interesting data about mobile security. The study, which included 25,000 people and took place across 11 countries, asked sm...
Competition is intesifying. | DAJ/Thinkstock
Individual investors will drive the future of asset management. In 2014, individual investors represented 90 percent of the industry’s net new flows, but will account for nearly 120 percent by 2...
In general, portability allows a surviving spouse whose husband or wife died after Jan. 1, 2011 to use the deceased spouse’s unused federal estate tax exemption (DSUE). When one owns assets less than his lifetime exclusion amount and passes...
Citizenship shopping is a growing trend. Many wealthy individuals are looking around the globe for a "home" that will give them better passports and tax treatment. Can anyone become Canadian? Irish? Maltese? If you deal...
