Ethical Wills: A Good Way to Get Close to Clients
It may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
79% of Expats Considering Giving Up U.S. Citizenship: Law Firm
Almost 80% of Americans living abroad are considering relinquishing their U.S. citizenship to escape the consequences of FATCA, according to deVere Group.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
Wealthy Families Search for New Meaning of Wealth
HNW families are moving beyond mere wealth preservation alone to give new meaning to wealth ownership for each generation.
Top 12 Countries With Most Millionaires: 2014
Wonder where the wealthy live? Capgemini and RBC Wealth Management list the nations with the most high-net-worth individuals.
Top 20 States for Private Equity Investment
An analysis by a private equity group ranks states by investment value and number of investments.
Texas Billionaire’s Odd Way of Saving Heirs Some Tax Dollars
It's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them
Nearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.
Does Risk Tolerance Merely Track the Market?
Do risk tolerance scores plummet in a crisis, then rise as the market recovers as many advisors perhaps think? A new study has the answer.
Happiness Surging Among American Female Entrepreneurs
Established female business owners in the U.S. ranked their well-being more than twice as high as non-entrepreneurs and non-business owners, according to a new study