Women are living longer than men. We all knew that. But, as a result, they're the ones who wind up having to manage what's left of the money. The New York Times details this issue for older women, and how some financial advisors are catering to t...
Antoine Walker Needed to Listen to His Financial Advisor
Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a pos...
The Asia-Pacific Wealth Report 2014 has confirmed what we all already know; Asia is minting millionaires. According to the report, by Capgemini and RBC Wealth Management, the region's number of high-net-worth investors (defined as those with inve...
Even the most luxurious, beautiful exteriors can hide a rotten core. Here are five once-impressive estates that have fallen into disarray and whose long-deceased owners haven't quite left the premises.
The IRS increases its demands
You've worked hard to build a valuable business that puts your client’s needs first. Who is going to continue that work when you're no longer active in the business?
And do they know who you are?
It’s easier than clients think
