Almost half of the wealth managers surveyed find their ideal clients from client referrals.
Jeremy Raffer of Raffer Wealth Management helps widows navigate one of the immediate challenges of paying their bills.
Without careful planning and ongoing attention, family wealth can dissipate quickly.
The IRS offers a range of options for gradually paying off a large tax debt, advisors say.
These firms find it difficult to effectively introduce wealth management to clients.
A family dynasty is when the wealth in the form of buying power coupled with core family values continues for at least five generations...
The Citadel founder opposes a bill allowing gambling venues in his Florida backyard.
The trial opened a rare window into the mysterious world of high-end art purchases.
Financial markets have priced in an assumption that the threat of broader conflict in the Middle East is low.
Michael Pass of Maxit discusses some of the biggest pain points for wealth managers when it comes to tax season.
Many accounting firms' wealth management practices are not achieving the expectations and goals of the accountants.
The donors include the Crown and Pritzker family foundations.
Their plan is to help single-family offices from Latin America build real estate investment companies.
Millennials are on track to become the wealthiest generation in history.
The level of total financial payout is the most critical factor determining satisfaction.
According to a survey of wealth managers, the preferred clients are business owners who sold their companies.
Oil exports are crucial to the Russian economy.
It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with them...
For various reasons, many single-family offices have or are opening or considering opening their doors to ultra-wealthy non-family individuals and families...
Upmarket is where clients are wealthier than most of the clients a wealth manager currently works with.These clients are more profitable on a per-client basis...