01/04/2012

A Fresh Look at Risk and How It Matters to Advisors, Clients

Even if policy makers in Europe solve the debt crisis swiftly and their U.S. counterparts come to agreement on how to handle this country's own debt woes, Wall Street expects markets will continue to gyrate unpredictably. After the last few years, ma

01/03/2012

Tax Gift To The Rich

The average tax rate for the 400 wealthiest Americans was 29.3 percent in 1993, but dropped to 18.1 percent in 2008, according to the latest IRS statistics.

01/03/2012

Wealth gap evident on Capitol Hill Another pension perk

We don't begrudge anyone money he has worked for, but there is evidence some members of Congress have used their position for personal gain. There have been recent disclosures of use of inside information to trade on Wall Street - a practice that, in

12/28/2011

Guggenheim Partners seals Madison Avenue deal

Guggenheim Partners, an investment firm that grew from administering the vast private wealth of the Guggenheim family in the early 1900s to a multifaceted financial firm, has signed a large lease at 330 Madison Avenue for its New York headquarters, source

12/28/2011

Merrill Lynch explains reasons for blacklisting Nigerian clients

The bank which services its clients with a personal wealth profile of at least $250,000 of investible assets, will now service the embattled Nigerian clients through its Global Banking and Markets (GBAM) business, from its London , New York and Johannesbu

12/26/2011

Harvard Billionaires

Did you know that the Ivy League university produces the most billionaires?

12/23/2011

Northern Trust names new tax strategist

A 26-year veteran in estate planning, tax law and fiduciary administration, was a partner at Chapman and Cutler LLP where she led the firm's Trusts and Estates Practice Group

12/20/2011

Manning Wealth Management expands team

Well known in Coronado for her passion in working with families, Jane has relationships with multi-generations and families in articulating financial goals as well as helping clients define their legacy planning and charitable intent,” Manning said.