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.
The Message of a $549,000 Watch
A suggestion: some folks might want to make some of their conspicuous consumption a little less conspicuous.
Tiger 21 Celebrates Founding With 260 Ultra-Wealthy Members
Tiger 21, the peer-to-peer investor group for ultra-wealthy investors, is celebrating the 15th anniversary of its founding in New York this spring.
Hedge Fund ‘$1 Billion Club’ Controls 90% of Industry Assets: Preqin
A new report examines what it takes to reach the “$1 Billion Club” and names the top 10 hedge fund managers by AUM.
Evensky & Katz to Merge With Foldes Financial
The merged entity, to be called Evensky & Katz/Foldes Financial Management, will be largest indie RIA in South Florida with $1.5 billion in AUM.
As Student Debt Hits $1.2 Trillion, Senate to Debate Loan Refinancing Bill
The Senate will debate next week a bill from Sen. Elizabeth Warren, D-Mass., to allow students to refinance their loans.
Millionaires’ Top 5 Investing Mistakes
DeVere Group asked 880 global high-net-worth clients to identify the biggest investing mistake they made before they decided to get help from a professional.
Save the Advice Industry! Hire a Retirement-Plan Intern
Bringing a college student on board can boost your business in both the short and long term.
That $41 Trillion Wealth Transfer Now Officially $59 Trillion
The vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.
Top 10 Smartest States for Financial Literacy
WalletHub ranked these smart states based on two categories: knowledge and education; and planning and daily habits.