9 Best U.S. Cities for Advisors to Find Clients: 2015
These cities have the highest number of wealthy households with the fewest advisors to serve them.
When Surrender Leads to Success
In June, the U.S. Tax Court concluded that the owner of a private placement life insurance policy retained sufficient control over the assets in the account to be treated as the owner for federal income tax purposes.
Experts: ‘Post-DOL World’ Is Coming
The FSI left attendees of the Financial Advisor Summit with a sober reminder of what lies ahead: a final version of DOL's new fiduciary rule is expected in early 2016.
Top 10 Ridiculous Luxury Christmas Gifts: 2015
If price is no object, these presents will look perfect, and perfectly ridiculous, under the Christmas tree this year.
Why We’re in a Bull Market for Donor-Advised Funds
The benefits to many clients are clear — in fact, there are at least 12 — and the timing is right.
U.S. Advisor Population Grows, but ‘Succession Cliff’ Looms
Cerulli reports the first headcount rise in nine years but projects a decline after 2020.
Diamonds Truly Are Forever, and a Very Good Long-Term Investment
White diamonds get all the attention, but they are not the most valuable. These diamonds are worth a lot more.
7 Critical Insights on How Wealthy Families Talk About Money (or Don’t)
The communication gap in many high-net-worth families fuels conflict and isolation, SEI finds.
4 Steps to Insuring Clients’ Valuable Artwork at Every Stage
Less than 1% of any piece of art’s life is spent in transit, but transit-related losses account for 18% of all art insurance claims.
U.S. Bank Offers HNW Families Thematic Investment Exposure
Partnership with Motif Investing will develop portfolios around seven long-term trends.