Using a Stock Swap to Maximize Clients’ Compensation
In the current market, executives who receive company equity are seeking ways to maximize their wealth in a tax-efficient manner.
12 Countries With Most Millionaires 2015: World Wealth Report
A peek at where the wealthy live through Capgemini and RBC Wealth Management's annual report on HNWIs.
Sustainable Investing: No Longer a Backwater
The great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.
Does Gay Marriage Ruling End a Financial Planning Niche?
The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
5 Ways to Cement Relationships With Client Couples
When only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
5 Timeless Financial Lessons for Father’s Day
It wasn’t your first bike or baseball glove, but Dad’s nontangible gifts that did the most to get you to where you are today.
Home Security Cameras: ‘Gotcha Cams’ Deter or Detect Crimes, at a Cost
The market for “pinhole” video cameras is booming, but high-net-worth families should know the disconcerting legal consequences for their improper use.
Government vs. Private Loans for College: What Borrowers Should Know
Some private lenders are charging lower rates than the government this year, but beware the tradeoffs.
UBS Makes Case for Borrowing as an Investment Strategy
If 2%-plus yields on 10-year Treasuries don't excite you, then logic dictates you should take the other side of the trade — by borrowing cheaply.