79% of Expats Considering Giving Up U.S. Citizenship: Law Firm
Almost 80% of Americans living abroad are considering relinquishing their U.S. citizenship to escape the consequences of FATCA, according to deVere Group.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
Obama Threatens to Veto Bonus Depreciation Extension
Bonus depreciation was “never intended to be a permanent corporate giveaway,” the Obama administration said as the House passed a bill to make it permanent.
Wealthy Families Search for New Meaning of Wealth
HNW families are moving beyond mere wealth preservation alone to give new meaning to wealth ownership for each generation.
Top 12 Countries With Most Millionaires: 2014
Wonder where the wealthy live? Capgemini and RBC Wealth Management list the nations with the most high-net-worth individuals.
Top 20 States for Private Equity Investment
An analysis by a private equity group ranks states by investment value and number of investments.
Taxed in 2 (or More) Countries? Saddle River Helps Sort It Out
Saddle River Capital Management recently launched a service to help clients with assets in multiple countries comply with the various tax laws they’re subject to.
Giving Circles Offer Point of Entry for Many Donors, Study Finds
Younger donors, minority groups and women are attracted to giving collectives.
FFP Offers Grants for Pro Bono Financial Planning
The Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them
Nearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.