Republican-run states are cutting levies on the wealthy, while Democratic strongholds like New York and New Jersey are raising rates.
His unprecedented lifetime ban on collecting ancient relics demonstrates the importance of due diligence for art collectors.
A survey signals that younger employees may also need more realistic expectations about how much money they’ll need in later life.
Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice.
Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference.
