12/26/2012
Wealthy Americans Identify Top National Priorities - RESEARCH
Study Also Finds Planning for Tax Changes Related to Net Worth
12/26/2012
Study Also Finds Planning for Tax Changes Related to Net Worth
12/23/2012
They think rates will rise next year, but the charitable deduction will be fully available.
12/22/2012
We are looking for opportunities to participate directly in US residential property for both rental income and capital appreciation.
12/22/2012
Millionaires will be tweaking their investment portfolios in the coming year
12/22/2012
The hiring focus now is on the back-office compliance staff to rein in the risk takers
12/22/2012
He personally blocked a cost-cutting proposal that would have cut the main component of most brokers’ pay for 2013, Bloomberg reports.
12/20/2012
Wealthy Chinese are, on average, 16 years younger than their American counterparts.
12/18/2012
Most countries worry about brain drain. China is worried about millionaire drain
12/18/2012
We are committed to helping advisors become the advisor of choice to their affluent clients
12/17/2012
"I'm very pleased to announce the opening of our new office in Delaware," said Jack Markwalter
12/17/2012
The transaction is expected to be completed in the first quarter of 2013.
12/16/2012
According to PriceMetrix Inc., a Toronto-based company that advises U.S. and Canadian brokerage firms, the recruiting criteria that companies typically use could tilt them toward advisers whose best years are behind them.
12/14/2012
The wirehouse broker-dealer adjusts one payout level and adds a bonus focused on client acquisitions
12/12/2012
Aiming to offer clients greater access to real estate expertise and investments, the new firm comprises the group's first major step into real estate investment, managing $25bn AUM on behalf of over 300 institutional clients.
12/12/2012
Japan's biggest bank will buy Merrill Lynch's 49 percent stake in Mitsubishi UFJ Merrill Lynch PB Securities Co
12/11/2012
More than 60 percent of Millionaires feel that their financial situation has improved over the last year
12/11/2012
Millionaires are likely to see bigger tax increases in 2013 than non-Millionaire investors
12/11/2012
Ultra wealthy investors appear highly unlikely to increase their investment in gold in 2013
12/09/2012
Single family offices are not required to register with the U.S. Securities and Exchange Commission.
12/09/2012
Global mobility shapes investment approach; Cultural ties influence wealth transfer and philanthropy