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Will the Obama Presidency hurt or help affluent clients? Eric L. Reiner Eric L. Reiner is a contributing editor of Private Wealth magazine...
The Swiss annuity offer advantages over its U.S. counterpart in terms of taxes, flexibility and liquidity...
Avoid the common failures plaguing new wealth managers and transition your business to a higher and more profitable level. Hannah Shaw Grove Ms...
Taking on new wealth is like adapting to a new culture.
Wells Fargo's Family Wealth Group aims for long horizons in its family office services. Robert Margolis View all articles by Robert Margolis
If your clients like to burn rubber in high-end cars, a lease or time-share may be the way to go.
At a time when all types of investments are on shaky ground, gold shines as a portfolio diversifier...
DWS Investments hopes investment product innovation will lead to victory in the U.S. market.
Ultra-wealthy family business owners do a poor job of protecting their fortunes for future generations...
Long-term care insurance has become a sophisticated planning tool that can benefit affluent clients.
Property and casualty insurance is often neglected by wealth managers and their clients. Joseph Weiss View all articles by Joseph Weiss
After The Facts Russ Alan Prince Russ is an editor of Private Wealth magazine and the president of Prince & Associates, Inc...