How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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From Bitcoin's beginnings five years ago, it's been all about sticking it to the man and the financial establishment. Until now. Two Bitcoin companies, BitPay, a payment processor, and Vaurum, an exchange for institutional investors, have hired A...
Joe Franklin, President of Franklin Wealth Management, talks about the different types of high-net worth clients and the best practices for financial advisors working with them.
Women are living longer than men. We all knew that. But, as a result, they're the ones who wind up having to manage what's left of the money. The New York Times details this issue for older women, and how some financial advisors are catering to t...
Antoine Walker Needed to Listen to His Financial Advisor
Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a pos...
The Asia-Pacific Wealth Report 2014 has confirmed what we all already know; Asia is minting millionaires. According to the report, by Capgemini and RBC Wealth Management, the region's number of high-net-worth investors (defined as those with inve...
Even the most luxurious, beautiful exteriors can hide a rotten core. Here are five once-impressive estates that have fallen into disarray and whose long-deceased owners haven't quite left the premises.
You've worked hard to build a valuable business that puts your client’s needs first. Who is going to continue that work when you're no longer active in the business?