How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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When you claim matters.
The Consumer Financial Protection Bureau launched a new, interactive, online retirement tool aimed at helping consumers make more informed decisions on when to claim their Social Security retirement benefits. In a ...
I WANT my money back. | Copyright Al Bello, Getty Images
NBA star Tim Duncan has filed another lawsuit against his financial advisor, claiming he was duped into investing $1.1 million into a cosmetics business. Duncan, who previously filed...
A Modigliani nude painting was sold to an unnamed Chinese buyer at Christie's on Monday for $170.4 million, the second-highest price ever for a work of art at auction, as deep-pocketed collectors continue to pay, and pay big, for some rare...
The chief executive of one of the world's largest independent financial advisory organizations unambiguously condemned the Foreign Account Tax Compliance Act in a recent series of comments. ...
The next robo?
According to two anonymous sources cited by Bloomberg, Bank of America’s Merrill Edge has put dozens of employees to work on a robo advisor prototype that will service accounts with less than $250,000. Bank of America plans ...
The Tax Justice Network (TJN), a UK-based advocacy group, recently published the 2015 edition of its biannual Financial Secrecy Index, wherein it ranks the top 10 most financially secretive jurisdictions worldwide. According to the TJN...
