Millionaires Are Giving Back, but They’re Not Happy About It
Many philanthropists are unsatisfied with the impact their time and money have on the causes they support.
Teenage Drivers: Risks Are Larger Than They Appear
You know the traditional hazards, but there is another largely unknown financial risk of particular import to high-net-worth families.
How Chess Can Make You Rich
A grandmaster and financial advisor look at investing through the tactics of the chessboard to get a more objective view of how to become rich.
19 Top Colleges for Green MBAs: 2014
These college rankings weave together the priority given to sustainability education with Financial Times’ Global MBA ratings.
Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.
Wealthy Investors Worry About Digital Security but Fail to Protect Assets
Investors are concerned about protecting both their financial data and their online reputations, a study found.
Are You a Crummey Advisor or Just a Crummy Advisor?
When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
Wealth Clients Want Financial Planning, Most Not Getting It: Report
A report by CEB TowerGroup says firms that move away from an investment management approach to a financial planning-centered one will be rewarded.
Art an Asset Class? Wealth Managers, Collectors Say Yes
The global wealth management industry may be starting to adopt a strategic view on art as an asset class, says new report from Deloitte.