How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Enthusiasm for the financial quarterback role is growing among the super-rich, according to research released Wednesday by Morgan Stanley and Campden Research.
A recent study by Compensation Strategies, Inc., identifies the most important strategies for clients who wish to take advantage of the current federal gift tax exemption
In 2011, the number of high-net-worth individuals (HNWIs) increased but the pool of wealth declined, which was primarily driven by a loss of wealth for ultra-high-net-worth investors, the latest World Wealth Report says.
