High Net Worth

Wealthy LGBT investors take a more conservative approach to investing and are less diversified than non-LGBT investors, according to a new study by Spectrem Group. LGBT investors have 15 percent of their assets in stocks and bonds and 13 percent ...

How directors and officers can mitigate the liability stemming from their fiduciary duties

Goals for 2014 to improve client/advisor relationships

How to replicate Hermès’ success

The why and how of giving sooner while living longer

Tax Court accepts Internal Revenue Service’s methodology for determining fair market value

FATCA implementation slowly but surely continues