Whether the responsibility falls to an estate manager, business advisor or wealth management team, creating a professional experience for employer and employee should not be overlooked.

They have a plan. The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According to r...

What wealthy investors think when working with advisors

Just follow the smell of money. | Jorge Jimenez/iStock/Thinkstock Connecticut has the highest number of individuals making over $1 million in income, accounting for 0.63 percent of the state’s tax-paying population, according to a recent study...

BMO Private Bank recently released the results of a study they performed on the retirement outlook of affluent Americans as part of their Changing Face of Wealth series. Those surveyed have at least $1 million in investable assets, which...

(Reuters) - If you ever find yourself at a fan convention for the popular HBO series "Game of Thrones," look at the person next to you...

Prudence, support and reflection are imperative

Parents worry about the effect of wealth on their children.

If it were only that easy. | Noppadol_Anaporn/iStock/Thinkstock One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made small...