Carl Icahn's not impressed. | Copyright Michael Nagle, Getty Images A lot of people probably wish they could replicate the moves of famous activist investors like Carl Icahn, Bill Ackman and Daniel Loeb, fund managers who have achieved high re...

Rethinking Robo advisors

Don’t get pricked by complacency

Robos are for everyone. | pxel66/iStock/Thinkstock A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools.  While wealthy mille...

Enough never seems to be enough for U.S. millionaires, according to a new report from UBS. Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security. Milli...

When should I tell my teenager about the money?

Controlling the spiraling cost of wealth management

While advisors fiddle with asset allocations, families may face disaster