Philanthropy is a way for high-net-worth families to not only get tax deductions but to foster communication and engage the next generation. » Read More
While many advisors see small businesses as a desirable demographic to position themselves, these clients can present unique challenges.
When families get into conflict, their businesses can quickly fall apart. Financial advisors specializing in family businesses can help.
Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.
Use of a psychologist and a financial advisor can help business owners better align employee actions and attitudes with company operations.
Higher tax burdens have many wealthier-than-ever Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Family business owners with complex familial and financial concerns can vet potential advisors by asking the right questions.
Choosing the right advisor is key for business owners. A misstep can mean the difference between reaching financial goals and falling short.
Only 30 percent of family businesses successfully pass to the next generation, but financial advisors can help owners turn the odds around.
After a failed run for political office broke the bank, a middle-aged couple turns to an advisor to help them get back on track.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
Advisors ponder the threat fintech poses to the industry — and their jobs.
The most important investing choice is asset allocation, which explains more than 90 percent of investment variability.
Investors love big dividends, but some companies lack the earnings to afford it. How to pinpoint cash problems.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
THE PULSE is a look at technology’s impact on our daily lives and how it will affect us in the future.
A look at how leading portfolio managers and institutional investors build investment plans to meet clients’ goals.