As current clients age and retire, it seems obvious that more than half of financial advisors plan to target younger investors on track to reach high-net-worth status over the next five years. But who are these millionaires of tomorrow? A recent ...

Carl Icahn's got company. | Copyright Michael Nagle, Getty Images Following the likes of Carl Icahn, Bill Ackman and Daniel Loeb, fund managers who have achieved high returns by rattling the cages of corporate CEOs and boardroom members to c...

Demographics provide several helpful cues for getting started. Advisors can build upon that information to understand each client on a deep, individual level.

Americans’ definition of personal wealth is wide-ranging, particularly when it comes to describing who’s “rich.” Vox looked at a 2011 chart from Roper and Gallup that showed "rich" had a fluid definition: The less you make, the less you think i...

Beneficiaries won’t incur gift tax liability and need not include trust assets in their gross estates.

Trust participation in passive activities

If you’re getting more client questions these days about Social Security and know you need to bone up, a comprehensive - and enjoyable - way to do it has just surfaced.