by
Russ Alan Prince
Accountants are increasingly establishing wealth management practices. The choice of wealth management business model makes a great deal of difference to the success of the wealth management...
by
Russ Alan Prince
In a survey of 421 wealth managers, half said client referrals are the best way to get new high-quality clients, and 43% said that client referrals resulted in their best five clients...
by
Russ Alan Prince
Leading private client lawyers are legal professionals who engage in wealth planning services, including estate and asset protection planning...
by
Russ Alan Prince
In a 2023 survey of 421 wealth managers, 20% say they regularly bring up charitable giving with their wealthy clients. Another 45% will discuss charitable giving occasionally...
by
Oxford Analytica
The response by the Huthis—the Iranian-backed militant group controlling northern Yemen—to a warning from 12 countries 10 days ago to cease their attacks on Suez-Canal-bound shipping...
by
Karen DeMasters
The number one financial concern for an overwhelming majority of high-net-worth individuals is a loss in value for their investments, according to a recently released study by Chubb, a global...
by
Jeff Stimpson
Wealth taxes continue to be a political hot potato, with proposals being pushed on the national and state levels and the U.S...
by
Russ Alan Prince
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...
by
Russ Alan Prince
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...
by
Russ Alan Prince
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...
by
Russ Alan Prince
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...
by
Jennifer Lea Reed
Bank of America, Merrill Lynch and other bank subsidiaries have been sued by a billionaire investor who alleges the bank had a conflict of interest when it represented him while making an...
by
Steve Sanduski
When two top RIA leaders tell me the same thing, I pay attention...
by
Jordan Fitzgerald
It was a comeback year for the world’s wealthiest.
The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1...
by
Bloomberg News
David Tepper went all-in on two trades last year.
One quietly helped make him about $2 billion. The other has gone south in a very public way...
by
Allison Schrager
Regardless of your perspective, Harvard looks bad right now—and that’s good for America...
by
Bloomberg News
A big AI trade rescued the stock market. A niche bet on Bed Bath & Beyond sank amateur day traders. A buy-China call backfired on investing pros...
by
Oxford Analytica
This month, the European Commission (EC) is due to present policy proposals for screening outbound investments and updating existing EU regulations on inbound investment screening and dual-use...
by
Russ Alan Prince
Accounting firms are establishing wealth management practices to serve their clients better and have more revenues...
by
Russ Alan Prince
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...
