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Girl Power. | Copyright Spencer Platt, Getty Images
Pax Ellevate Management is encouraging the companies in its Pax Ellevate Global Women’s Index Fund (PXWEX) to sign onto the Women’s Empowerment Principles, a joint initiative of the United ...
The term “wealth management” has been used since the early 1990s to describe, in the U.S. at least, a more holistic, comprehensive advice model, similar to financial planning. But United Capital and its CEO Joe Duran believe the term...
A financial advisor kept Smash from losing his shirt on some real estate deals gone bad in the financial crisis.
It's not easy dealing with celebrities. It's even harder when you're the one managing - or trying to manage - their money. GoBan...
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...