These next-gen advisors built new niches with physicians, wealthy executives, academics, special needs groups, and NFL ...

Financial advisors can increase their value by making sure clients spend money on things that make them feel happy and ...

In this week's episode of The Deep Dive, Cory Sims, an advisor in Cincinnati, talks with host Jay Hummel about how he’s setting the stage to be the advisor that his clients’ beneficiaries know and ...

Based in Seattle, Washington, Ashley Velategui will report to Bernstein Investments and Wealth Strategies head Alex Chaloff.

Ashley Velategui has been with the firm for nearly two decades, including more than a dozen years at the ultra-high-net-worth ...

Report shines a spotlight on preeminent firms and advisory practices who go above and beyond as financial stewards for their ...

A loose coalition of alternative asset firms, broker-dealers, mutual fund platforms, and financial advisers envisions a ...

A lawsuit from U.S. Bank is accusing three former employees of wrongly taking two dozen wealthy clients, and their $700 million in managed assets, after abruptly quitting their jobs last month and ...

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Both options are unpopular, but a group of campaigners say they have found a way to boost the Treasury's coffers without affecting working people: a wealth tax. They say taxing the super-rich will ...

In addition, creating legal structures such as LLCs or trusts to shelter your wealth will ensure that the management of your money is consistent with your wishes. This allows you as the grantor ...

A classic example of the willingness to take entrepreneurial risks is the acquisition of Zeneca Specialities by the company´s own management for GBP 1.3bn (nearly EUR 2bn) in what is the biggest ever ...