For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for high-net-worth clients — but should they get involved?
Disgruntled Investors Are a Big Crowdfunding Risk
When the SEC adopted Regulation A+ in March, the new rules exposed companies that raise capital through crowdfunding to new risks.
Why Did the CFP Board Hire Camarda Litigator as General Counsel?
The departure from the CFP Board of Michael Shaw and the hiring of Leo Rydzewski as the Board's first general counsel sends some dispiriting messages.
Liability Can Turn Off-Campus Living Into a High-Rent District
A four-year college degree is a costly investment, but the potential costs could grow exponentially once your child moves to off-campus housing.
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.
Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
FPA, CalSurance Partner to Offer RIAs Discounted E&O Insurance
“FPA members seeking E&O coverage will save hundreds — potentially thousands — through this new partnership,” FPA says.
Top 9 Biggest Tax Scams of 2013
In 2013, the IRS mailed out fraudulent tax refunds worth $3.6 billion, and these nine were among the worst tax defrauders.
The Business of Running a Home: Why Employment Practices Liability Insurance Matters
High-net-worth business owners and executives protect their companies but often fail to adequately protect their homes and their families.
Ask the Advisor: How to Build Trust With Clients
Scott Hanson, a CFP with Hanson McClain Advisors in Sacramento, shares his thoughts on how advisors can build solid client relationships.