Immediate attention by advisors is needed.

Half of Americans identify as being outside of a “traditional,” nuclear household.

Look to the West Coast for innovation in the family office space.

Inequality will worsen because the wealthy are by far the largest owners of equities.

Some important implications for advisors catering to UHNW and HNW clients.

Regulators warn about cryptocurrencies, wealthy families struggle with family and Qualified Plan Advisors acquires the retirement practice of Ascende Wealth Advisers.

Why Americans should stop mourning the loss of traditional pensions.

Sheltered Harbor relies on a “buddy system,” in which companies pair off, promising to step in for their partner with a backup set of account information if hackers succeed in erasing or locking up files.