What an Apple Store Has That Wealth Advisors Want
Wealth advisory firms are increasingly standardizing the way they deliver services, much like an Apple store.
Which City Is No. 1 in Ultra-Rich Individuals? New York, of Course
New York is home to 6% of the population of the U.S., but counts 13% of ultra-high-net-worth individuals among its residents, according to research by Wealth-X, a global wealth intelligence, due diligence and prospecting firm.
Family Wealth Advisors Beating Drum for Sales: FOX Study
The need for growth is leading family wealth advisory firms to stronger sales cultures and reinvigorated sales efforts, according to a study by Family Office Exchange.
Bill Gates’ Philanthropy Costs Him Forbes’ Richest Man Title
While Bill Gates is still in the top three, along with Warren Buffett and Carlos Slim, last year’s richest man, he would have topped the list if not for the money he channeled into his foundation.