What to get a billionaire for Christmas
Still haven't found the perfect gift for that billionaire in your life? Here are a few last-minute ideas.
1,700 millionaires are minted every day
The upper middle class is booming and the number of millionaires is growing, but this status of wealth doesn't always bring with it peace of mind.
The ultra-affluent market: Expanding by leaps and bounds
There are market opportunities aplenty to serve clients beyond the DOL’s reach. Not least among them: wealth transfer planning for ultra-high net worth individuals.
10 states millionaires might be fleeing
High earners in these 10 states could be contemplating a move to a lower income-tax market.
Wealthy women vs. wealthy men: 4 key differences in how they invest
'Advisors may need to encourage wealthy women to be more aggressive in their investment philosophy,' according to Spectrem.
10 common success traits of high net worth investors
Most high net worth investors make their biggest investment gains through long-term buy-and-hold strategies.
Wealthy investors receptive to robo-advice
U.S., U.K. investors are interested in some automated services from their wealth manager, but not too many.
Wealthy families have $4 trillion up for grabs
Blackstone, Carlyle step up effort to keep slice of the action.
Super rich were first to bail when Lehman collapse ripped stocks
When the going gets rough, the 1 percent start selling.
Ranked! The top 25 billionaires in the world
Imagine you are the advisor to one of the world’s billionaires: How would you handle this ultra-high-net-worth client?