Wealth Planning

Formal, public recognition of donors large and small has long been a no-cost way for charities to say “thank you” to those who provide financial support to a particular cause.

When 25-year-old Russell Bailyn embarked on his career as a wealth manager in New York City with Premier Financial Advisors three years ago, his older brothers thought he needed a marketing tool that would differentiate him from the pack.

In 1952, at the age of 65, Harland Sanders took a $105 social security check and an old family fried chicken recipe, and launched the multi-million dollar Kentucky Fried Chicken fast food business. Sanders was a rarity half-a-century ago, but...

Times are tight. Earlier this year, Gregory Gambone looked at his rising costs and realized something had to give. With big increases in the price of everything from gas to postage, Gambone's expenses had spiked about 25 percent versus 2006. He...

Plaintiffs' lawyers periodically charge that mutual funds impose excessive fees. But costs in the industry have been declining steadily.

These days the wealth management divisions are the shining stars of wirehouse firms.

You'll usually find grandparents are a willing audience, especially if you first ask them to tell you about their grandchildren, and listen patiently for the next 90 minutes. But for those grandparents with several million or more in net worth, a...

You'd think the U.S. dollar had bitten the dust from all the breathless reporting of its savaging in the foreign exchange market. From the headlines, you'd think the world was selling dollars in 2008 en masse. But it's been worse. Consider that...

An advisor turns to outside separate accounts manager to help him turn a sophisticated prospect with tax-management issues into a client.