Wealth management

Do you manage too many products?

Do you know the number of products you manage? Many advisors don’t. Current research finds the average planner's book has more than 400 individual positions, when they should closer to 30.

By Keith Pangretitsch |August 13, 2012

2 min read

Tax News

Wealthy hide $21 trillion in offshore accounts

The world’s wealthy have shielded at least $21 trillion from taxes in more than 80 offshore jurisdictions, says the Tax Justice Network.

By Suzanne Sharma |July 24, 2012

1 min read

Estate Planning

An estate planning checklist

Get started with our 24-point plan

By Mike George |July 18, 2012

5 min read

Industry

Oracle billionaire invests in Hawaiian island

Do you have exciting vacation plans for the summer? Oracle billionaire CEO is buying his own land in Hawaii, pineapple island in Lanai.

By Wire services |June 22, 2012

2 min read

What rich people did when markets tanked

August was a month of extreme volatility, largely blamed on the S&P downgrade of U.S. long-term debt. While that move triggered panic selling among most retail investors, the wealthy stood out, taking a steady and balanced approach, according to a study conducted by PriceMetrix.

2 min read

Deconstructing wealth

Luxury cars and cozy cottages build a formidable illusion of wealth, but these hallmarks of conspicuous consumption don’t always add up to high net worth. This harsh reality jolts many possession-rich folks when advisors tally assets against liabilities, and reach grim conclusions.

8 min read

Wealthy clients uneasy about retirement

Wealthy investors are worried about their retirement plans, revealed a new study by consulting firm Spectrem Group. The firm, which specializes in the affluent and retirement markets, found that more than two-thirds of the mass affluent—those with investable assets between $100,000 and $1 million—admit they’re concerned about having enough money set aside for retirement, up […]

April 9, 2012

1 min read

Wealth management

Do you manage too many products?

Wealthy hide $21 trillion in offshore accounts

An estate planning checklist

Oracle billionaire invests in Hawaiian island

Canadians looking for luxury

Keep your wealthy clients

What rich people did when markets tanked

Where to find wealthy prospects

Deconstructing wealth

Wealthy clients uneasy about retirement