In 2011, the number of high-net-worth individuals (HNWIs) increased but the pool of wealth declined, which was primarily driven by a loss of wealth for ultra-high-net-worth investors, the latest World Wealth Report says.
Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
For your affluent clients, it's the schools that don't possess the marquee names that will be eager to award their children scholarships.
