If at first you don't succeed ... | Copyright Sean Gallup, Getty Images Edward Jones was the first firm to partner with the Securities Training Corporation to sponsor Series 7 prep courses at various universities in early 2015. But recently Al...

A family office must retain critical mass to recruit the talent and deliver the services that today’s high-net-worth (HNW) families demand. 

Collaborating with clients and their estate planning attorneys in the funding process will benefit both you and your clients

Sales that occur after decedent’s death may be relevant

Donald Trump is infamous for his willingness to litigate anything and everything, so it’s little surprise that he was involved in a dispute over his father's will, nor that it ultimately took an extreme turn. But in this case, he wasn...

Moving into the high-net-worth space is not the easiest way for a mass-affluent advisor to grow.    

He's not alone. | Fuse/Thinkstock A new study by professors at Nanyang Technological University and the University of Kentucky says it is. Stephen G. Dimmock, William C. Gerken and Nathaniel P. Graham studied the effect of career networks on f...

The holidays are here and with them come a predictable increase in the efforts of scammers, particularly those targeting elderly clients...