Vigilance is key

Improving engagement levels

A financial advisor kept Smash from losing his shirt on some real estate deals gone bad in the financial crisis. It's not easy dealing with celebrities. It's even harder when you're the one managing - or trying to manage - their money. GoBanking...

As current clients age and retire, it seems obvious that more than half of financial advisors plan to target younger investors on track to reach high-net-worth status over the next five years. But who are these millionaires of tomorrow? A recent ...

Demographics provide several helpful cues for getting started. Advisors can build upon that information to understand each client on a deep, individual level.

Americans’ definition of personal wealth is wide-ranging, particularly when it comes to describing who’s “rich.” Vox looked at a 2011 chart from Roper and Gallup that showed "rich" had a fluid definition: The less you make, the less you think i...

Unlike gradually amassed wealth, sudden wealth recipients often find themselves with assets that surpass their resources and knowhow to manage them.

Help them avoid spoiling their children