Focus Financial Obtains $1B for Growth
The credit facility is available to all Focus firms and will fund programs to support efforts to go independent and plan for succession.
529 Plans: The College Savings Tool Most Families Don’t Know About
About two-thirds of families don't know what a 529 plan is, according to a recent survey. Here's what your clients should know.
Aberdeen to Buy FLAG Capital
The move expands the asset manager's reach in the alternatives business and among investors in Asia.
Managing the Risks of HNW Clients’ Global Travels
When wealthy people take a trip abroad, their jewelry, designer clothing, artwork, nannies and even their automobiles travel along.
Billionaires: Where They Are, What They Want
Two-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
Women: ‘The Largest Emerging Market in the World’
The conversation is shifting from "stark gender comparisons toward discussions that focus on how the investing world must adapt and embrace women," says Mellody Hobson.
Top 10 Colleges With Best Career Value: Brookings
The Brookings Institution's college rankings attempt to measure the impact each school has on grads' mid-career earnings while filtering out the impact of students' backgrounds.
Tiger 21’s Ultrawealthy Investors Expand Reach, Form Holding Company
Tiger 21, the peer-to-peer network for ultrawealthy investors, has experienced substantial growth in this decade and is looking to move to the next level.
New College Grads Finally Get Job Market on Upswing
Both underemployment and jobless rates for recent college graduates are now falling, according to the New York Fed.
83% of Americans Say They Can’t Afford College: Edward Jones Poll
Plus, 66% cannot identify what 529 plans are, the annual survey finds.