LPL Financial Expands HNW Push
The IBD rolls out consulting and other services after moving to restructure its Fortigent business.
The Beach Condo Rental Tax Write-Off? Not So Fast
Even assuming it’s a rental property for part of the year, the condo tax break option doesn’t mean it will work out.
How to Build Trust With HNW Prospects and Clients
If your clients and prospects trust you, your advisory firm will be more successful. David Richman of Eaton Vance provided tips on how to build trust at the IMCA annual conference.
Top 10 Big Trends Among the Ultra-HNW
Knight Frank sees tremendous growth in the ultra-high-net-worth population, among other predictions for the next decade.
Top 10 Most Expensive Luxury Penthouses in the World
Property developers around the world are wooing ultrawealthy buyers with lavishly appointed skyscrapers in the most prestigious of neighborhoods, according to Wealth-X report.
8 Key Tips to Keep HNW Clients Happy
"Working with affluent people and the complex situations they bring is where it gets really fun,” says Andrea Blackwelder of Wisdom Wealth Strategies.
13 Vital Steps to Insure HNW Clients’ Retirement Wealth
Are your wealthy clients leaving personal insurance policies largely untouched for years on end? They could face lifestyle-changing losses and unnecessarily high annual expenses, according to ACE Private Risk Services.
Merrill Moving to Align Pay to HNW Focus for FAs
Changes to the incentive grid would reportedly give extra rewards to teams and advisors with fewer but higher-net-worth clients.