Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.
Wealthy Investors Worry About Digital Security but Fail to Protect Assets
Investors are concerned about protecting both their financial data and their online reputations, a study found.
Are You a Crummey Advisor or Just a Crummy Advisor?
When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
Wealth Clients Want Financial Planning, Most Not Getting It: Report
A report by CEB TowerGroup says firms that move away from an investment management approach to a financial planning-centered one will be rewarded.
Art an Asset Class? Wealth Managers, Collectors Say Yes
The global wealth management industry may be starting to adopt a strategic view on art as an asset class, says new report from Deloitte.
Global Billionaire Population at Record, With $7.3 Trillion in Wealth
Billionaires make up 1% of the world’s ultra-high-net-worth population, according to the Wealth-X and UBS Billionaire Census, yet they control 4% of wealth.
Why Advisors Fail to Land Hot Prospects
You’ve got a crack at a multimillion-dollar account. You go in there with everything you’ve got. And you lose the opportunity. What happened?
7 Ways to Avoid Picking a Bad Advisor
If a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
Top 10 Best Paying Jobs: 2014
These 10 jobs all pay median salaries in the six-figure range, but most require an advanced degree.