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.
Tiger 21 Celebrates Founding With 260 Ultra-Wealthy Members
Tiger 21, the peer-to-peer investor group for ultra-wealthy investors, is celebrating the 15th anniversary of its founding in New York this spring.
Hedge Fund ‘$1 Billion Club’ Controls 90% of Industry Assets: Preqin
A new report examines what it takes to reach the “$1 Billion Club” and names the top 10 hedge fund managers by AUM.
Evensky & Katz to Merge With Foldes Financial
The merged entity, to be called Evensky & Katz/Foldes Financial Management, will be largest indie RIA in South Florida with $1.5 billion in AUM.
As Student Debt Hits $1.2 Trillion, Senate to Debate Loan Refinancing Bill
The Senate will debate next week a bill from Sen. Elizabeth Warren, D-Mass., to allow students to refinance their loans.
Millionaires’ Top 5 Investing Mistakes
DeVere Group asked 880 global high-net-worth clients to identify the biggest investing mistake they made before they decided to get help from a professional.