4 Loss-Prevention Steps for HNW Clients’ Tangible Assets
Helping HNW clients to protect their art, jewelry, wine and other valuables from risks of physical damage, theft and the ravages of time.
What's Driving Global Demand for Rare Stamps?
Experts highlight the short- and long-term factors behind the rising prices for these collectibles.
Wirehouse Bleeding of HNW Assets Stabilizes: Cerulli
For the first time in recent memory, wirehouses are retaining their share of assets, including those of high-net-worth investors.
Alexandra Lebenthal: Who Are You Calling a Socialite?
The Lebenthal Holdings CEO on her new wealth unit, how she bought back her iconic family name from Merrill and how she recruits female advisors.
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.