Russ Alan Prince

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Until Death Do Us Part—Or Not

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We hear a question from very successful individuals with solid growing businesses and marriage on their minds: "What about a prenup (prenuptial agreement)?” Our role is to walk them through...

The Preference For Family Offices

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For various reasons, the ultra-wealthy, where possible, choose single-family offices to coordinate and oversee critical aspects of their lives, especially their financial ones...

Benefitting From The Great Wealth Transfer

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The baby boomer generation comprises people born between 1946 and 1964. They amassed tremendous wealth as they were in the right place at the right time...

How Wealth Management Contributes To Longevity

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Tremendous resources are being deployed to increase healthspan. Anti-aging trends have gone mainstream. Many wealthy in their 50s and older seek ways to extend their lives...

Half Of RIAs Are Dissatisfied With Their M&A Deals

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According to a survey of advisors who sold or joined their RIA firms within the past 10 years, half are dissatisfied.

What Are The Key Concerns Of Financial Advisors?

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According to a recent survey, financial advisors are most concerned about business development.

Why Most Accounting Firm Wealth Management Practices Are Not Successful

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Accounting firms are establishing wealth management practices to serve their clients better and have more revenues...

The Rise Of Independence In Private Banking

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Jeff Shipley is a founder, partner and consultant with Lumina Consulting, the team behind the successful launches of Private Wealth Asset Management and Fidelis Capital in 2021...

Navigating Regulatory Rapids: Strategic Governance Insights For Financial Firms In 2024

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Beth Haddock, renowned advisor and board member, shares crucial perspectives on regulatory changes, SEC proposals and the transformative role of governance in the financial landscape...

Best Practices To Double Your Revenues In 2024

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Most wealth managers can double their annual revenues by implementing specific industry best practices...

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