Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and Trusts
An advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
Under the Hood: What You Need to Know About Wills, Pt. I: The Checklist
Financial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
Mobile Financial App Users More Likely to Report Big Returns: Fidelity
Plus, the majority say they do mobile investing and research in the bedroom or in front of the TV.
Can Financial Planning Be Profitable?
Here’s how I make sure I’m at least covering my costs, and my time, in creating a new plan.
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.