Trusts & Estates relies on its editorial advisory board to help screen articles. In addition to authoring pieces, the board provides valuable behind-the-scenes work to make sure that T&E provides you with high quality...
Digital technologies offer rapid, intuitive, 24/7 support for clients, but the wealth management industry has been slow to adapt, according to Boston Consulting Group’s 2014 Global Wealth report...
As a wealth management professional working with high net worth individuals (HNWIs), keeping an eagle eye on any new strategies to protect assets is a must. Today, life settlements are breathing new life and value into term policies, freeing...
There are many mistakes to be made when investing. But some are more common (and more costly) than others. Avoiding just one can literally make the difference between poverty and financial freedom, according to Nigel Green, founder and chief...
