How Advisors Can Ensure Client Loyalty
Affluent investors tend to be very loyal to certain service providers, such as doctors. What about to their advisors?
Growth in Number of Female Billionaires Outpaces Males: Study
The ultra-wealthy population is slowly changing to look more like the general population — more women, more diverse.
Think Robos Don’t Appeal to the Wealthy? Think Again
Capgemini report finds great majority of younger HNWs would let a robo-advisor manage most of their wealth. They're also more likely to leave their advisors.
DOL Fiduciary Rule, Tax Extenders Hang in Balance as Spending Bill Deadline Looms
This week is the "most crucial" for Washington this year as a trifecta of events converge, says investment strategist Greg Valliere.
Ultra-Wealthy Donors Worldwide Gave $112 Billion to Charity in 2014
Wealth-X and Arton Capital's annual giving report focuses this year on Syrian refugees, saying about $800,000 from each HNWI could feed and shelter them all.
How UHNW Millennials View Their Wealth and the World
Ultra-wealthy millennials like the financial advice they receive but see room for improvement.
Top 10 Best Jobs of the Future: 2015
These fast-growing jobs pay more than average, and most don't require advanced degrees. Advisor jobs fell to #37 on the list.
Single-Family Offices Drawn to Private Equity
A new study released Thursday by iCapital Network breaks down family offices' favorite investments.
12 Fastest Growing U.S. Cities for Millionaires: Capgemini 2015 Report
Capgemini’s newest U.S. Wealth Report finds growth of high-net-worth individuals in some surprising places.
Junk Bond Issuance Soars Ahead of Expected Fed Rate Hike
The higher yields of junk bonds tend to offset some of the impact of falling prices when rates rise.