10 Luxury Items the Super-Wealthy Must Have (and Insure)
Watch out: the cost of these high-end goods goes well beyond the sticker price.
Hidden Treasure: Aligning HNW Clients' Insurance Needs
One of the ways the high-net-worth choose to spend their money is on artwork. However, the value of individual pieces and whole collections can fluctuate wildly.
New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions
Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.
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.