For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for high-net-worth clients — but should they get involved?
Wealthy Americans Spend $13,000 a Year on Vacations: BMO Survey
Many affluent Americans will go on as many as six vacations a year, a BMO survey finds.
Sophisticated Cars, Sophisticated Risks
Automobiles are more high tech than ever, but they also usher in new financial risks for their owners.
Schwab, Fidelity DAF Grants Set Records in 2015
Schwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.
Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo Survey
Advisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
Best Broker-Dealers Ranked by Financial Advisors: J.D. Power — 2015
Satisfaction poll by J.D. Power finds a big drop in loyalty as frustrated reps consider their options.
AMG Wealth Partners Buys Big Stake in myCIO
The new partnership with AMG Wealth Partners will allow myCIO to expand its capabilities to a broader client base.
Democrats Float Bill for Free Community College
The bill, based on an Obama proposal, is intended to save students an average $3,800 in tuition and fees annually.
Advisors Who Serve(d) Tell Their Stories: Fourth of July, 2015
In the second part of our latest slideshow honoring advisors who served in the armed forces, we present 17 veterans deserving recognition.
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.