Top 20 States for Private Equity Investment
An analysis by a private equity group ranks states by investment value and number of investments.
Texas Billionaire’s Odd Way of Saving Heirs Some Tax Dollars
It's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them
Nearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.
Does Risk Tolerance Merely Track the Market?
Do risk tolerance scores plummet in a crisis, then rise as the market recovers as many advisors perhaps think? A new study has the answer.
Happiness Surging Among American Female Entrepreneurs
Established female business owners in the U.S. ranked their well-being more than twice as high as non-entrepreneurs and non-business owners, according to a new study
Most Advisors Don’t Know Their Own Fees
Nearly two-thirds of advisors underestimate their fees by more than 30 basis points, a survey by Peak Advisor Alliance and Cerulli found.
10 Best Mobile Apps for Financial Advisors: 2014
There’s a morass of apps available, but as a financial advisor, which are best for your business? Here are 10 that are worth your time.
Wealthy Clintons Use Trusts to Limit Pain of Estate Taxes
Bill and Hillary Clinton have long supported an estate tax to prevent the domination of inherited wealth. That doesn’t mean they want to pay it.
Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
The Message of a $549,000 Watch
A suggestion: some folks might want to make some of their conspicuous consumption a little less conspicuous.