by Gregory Bresiger
Transparency, low cost and sophisticated strategies have helped ETFs attract the attention of high-net-worth investors.
by H. Ronald Klasko
A law that allows wealthy foreign nationals to invest their way to permanent U.S. residency has been extended.
by Seth J. Entin and Barbara T. Kaplan
Now that the deadline has passed on an IRS partial amnesty program, offshore account holders still have options for making disclosures.
by Andrea S. Kramer and Thomas P. Ward
Victims of Ponzi schemes and other types of fraud can, with proper use of tax law, recover some of their losses.
by Eric Uhlfelder
Australian stocks have delivered the most consistent returns of any developed market over both the short and long term.
by Kristin M. Fox
Chief risk officers have become the hedge fund industry's answer to a new era of risk aversion.
by Raymond Fazzi
MFOs have a chance to shine bright during these troubled times, according to an industry roundtable.
by Hannah Shaw Grove
The super-rich have long been known for their privacy and discretion, guarding the details of their personal lives with ferocity and skillfully avoiding the overtures of unknown parties...
by Russ Alan Prince and Hannah Shaw Grove
Money Rules
by Gregory Bresiger
Glenmede says its ability to provide independent and personal advice has led to lasting relationships with clients.
by Heinrich Weber
Acting as a private baneker for high-net worth client requires a strong foundation of trust.
by
Karen DeMasters
Fractional ownership plans are available for almost any asset you can think of--even pet cats.
by Dora Clarke
Two distinct sets of rules come into play when handling the estates of clients with assets in both the U.S. and the U.K.
by Gideon Rothschild
Today's legal climate demands the use of advanced asset protection techniques for high-risk clients.
by Michael S. Fischer
Fresh off a merger, Rydex/SGI wants to make its mark in delivering sophisticated investment strategies to high-net-worth clients.
Like caregivers in other disasters, financial advisors are experiencing the same trauma symptoms of the clients they are trying to help.
by Robert Margolis
Guardian 24/7 offers medical concierge services delivered by former White House physicians.
by Dennis Jaffe
Family relationhip services may pose a conflict for financial advisors.
by Eric L. Reiner
The national reputations of Richard and Steve Oshins, girded by a team of strong young estate planners, poises Oshins & Associates for continued growth.
