High Net Worth

How enterprise families evaluate and select wealth advisors

Best practices to promote family sustainability

No answer. Clients would have to be crazy not to work with a CFP professional, right? Even the most extreme daredevils wouldn’t trust a non-CFP. At least that’s the message of a new advertising campaign by the CFP Board. The organization’s n...

Watch the latest video at video.foxbusiness.com New York Yankees legend Derek Jeter never tested the free agent waters during his long playing career, but now that he's retired, his estimated $200 million net worth is causing a bidding war of...

A 2014 study indicates that smaller organizations are more often victims and suffer disproportionately large losses

There's a happy medium in the financial services industry between the wirehouses and independents--regional brokerages, which have been gaining in advisors and competing more with the RIA channel in the past three years. The reasons, according ...

The latest US Family Business Survey reveals concerns over handing over the reins to the next generation