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Investors young and old love Apple. | Copyright Justin Sullivan, Getty Images
Millennials and baby boomers may have different levels of trust in financial services and engage banks and advisors in very different ways, but when it comes to ...
About half of wealthy families feel giving their children too large an inheritance could prove detrimental, according to a new report from Merrill Lynch Wealth Management. Most of the 200 high-net-worth investors surveyed believe $63 million was ...
Carl Icahn's not impressed. | Copyright Michael Nagle, Getty Images
A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb, fund managers who have achieved hig...
TMI? | drmglc/iStock/Thinkstock
One-third of Americans have no financial plan, a new study by Northwestern Mutual is reporting. The study also reflects that nearly 60 percent of Americans feel their financial planning is deficient. While t...
Today, many of our most sophisticated and focused estate-planning clients are concerned not only with transmitting their estates in a tax-efficient manner but also with structuring their estate plans so that the lives of their children (and...