Think Robos Don’t Appeal to the Wealthy? Think Again
Capgemini report finds great majority of younger HNWs would let a robo-advisor manage most of their wealth. They're also more likely to leave their advisors.
How UHNW Millennials View Their Wealth and the World
Ultra-wealthy millennials like the financial advice they receive but see room for improvement.
Top 10 Best Jobs of the Future: 2015
These fast-growing jobs pay more than average, and most don't require advanced degrees. Advisor jobs fell to #37 on the list.
Single-Family Offices Drawn to Private Equity
A new study released Thursday by iCapital Network breaks down family offices' favorite investments.
Love the Internet of Things? So Do Identity Thieves
The methods to steal your HNW clients’ identity have mushroomed; here’s what advisors and their clients should know.
12 Fastest Growing U.S. Cities for Millionaires: Capgemini 2015 Report
Capgemini’s newest U.S. Wealth Report finds growth of high-net-worth individuals in some surprising places.
9 Best U.S. Cities for Advisors to Find Clients: 2015
These cities have the highest number of wealthy households with the fewest advisors to serve them.
When Surrender Leads to Success
A recent court decision found the owner of a PPLI policy retained sufficient control over the assets in the account to be treated as the owner for federal income tax purposes.
Experts: ‘Post-DOL World’ Is Coming
The FSI left attendees of the Financial Advisor Summit with a sober reminder of what lies ahead: a final version of DOL's new fiduciary rule is expected in early 2016.
Top 10 Ridiculous Luxury Christmas Gifts: 2015
If price is no object, these presents will look perfect, and perfectly ridiculous, under the Christmas tree this year.