Hannah Shaw Grove

Three years ago, at the height of the equities run-up, investors had little reason to be interested in hedge funds. The intervening years have brought with them some important lessons about diversification, and this...

When the time comes to form a trust, there are no hard-and-fast rules about the trust's beneficiaries, size, goals or duration. But a recent survey did find one common thread: The more money people have, the more...

It's an article of faith in the wealth management world that there are no cookie-cutter solutions for the affluent. Of course all clients, even those without high-net-worth money, are unique. But wealthy clients...

America's executives may have made it to the top by being hyper-efficient, but when it comes to their finances, there's at least one item that stays on the list: estate planning. A recent survey of senior executives...

There are plenty of perks associated with climbing the corporate ladder more money, a corner office with a view, a bigger expense account, to name a few. But one benefit, company stock, can also be a burden. When...

In the next decade, as baby boomers stand to inherit trillions of dollars from their parents, more new millionaires might be born through inheritance than investing. These new inheritors likely will dump advisors who...

If you've ever courted a client, you've been rejected. Like any spurned suitor, you have probably anguished over where you went wrong. What could you have said or done to make it work? When wealthy clients say no to a...

If you want to attract high-net-worth clients, our survey shows you'll need to offer high-net-worth sophistication.