Andy Friedman: 4 Reasons to Use a Trust to Preserve Assets
Families far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
Ultra-Wealthy Clients Choosing Boutiques Over Big Firms: Study
Milton Pedraza, CEO of Luxury Institute, says successful wealth managers are relationship builders first, money managers second.
How Do Wealth Firms Stay Efficient?
A SunGard study asks leaders how they grow in the face of rising operating costs and regulations.
NFL's 49ers Strike Deal With Robo-Advisor Wealthfront
Team will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.
10 Best Ways to Compete Against Robo-Advisors
If you, for one, don't welcome your new robo-overlords, here are 10 ways to help your advisory firm rise above them.
Bear Market Survival: A Crash Course From Eric Nelson
Servo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
HighTower Grabs Merrill Advisors With $800M in Florida
Merrill Lynch lost $800 million in AUM and three top advisors to HighTower Partnership.
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
Ameriprise Profits Up 24% on Wealth, Asset Management: Q2 Earnings
Ameriprise Financial reported a second quarter 2014 net income of $374 million, up 24% from a year ago.
Customer Demand Drives Banks’ Transformation: KPMG Survey
Nearly a third of banks say wealth management will be a top source of revenue growth in the next few years.