Ten more billionaires have signed on to the Giving Pledge, including Epic CEO Judy Faulkner, who plans to give away 99 percent of her wealth.» Read More
How much will the fiscal cliff impact you, and how can you minimize damage to your finances? Here are questions financial advisers are sifting through with clients.
A new study says there are 2,725 women in China worth $30 million or more. They are a huge market for luxury marketers — provided the luxury companies predict their desires accurately.
People who work from home some of the time tend to make more money than people who work exclusively at home or at the office, according to new data from the Census Bureau.
With financial advisers moving from one firm to another more frequently than in the past, chances are you'll have an opportunity to review your needs.
A new study predicts that the U.S. will have 16.7 million millionaires in 2017, about 50 percent more than today.
Federal and state regulators are documenting new instances of abuse in reverse mortgages as smaller mortgage brokers, including former subprime lenders, flood the market.
The way to foster long-term relationships is to admit that we cannot know what the markets will do, says Mark Hebner, president of Index Fund Advisors.
A new survey shows that multi-millionaires use advisers for only half of their money, or less.
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If President Obama is re-elected and raises taxes, Westgate Resort's David Siegel says he will have to lay off workers and downsize his company — or even shut it down.
Consumers would do well to follow these financial survival skills, according to Eleanor Blayney, consumer advocate for the CFP Board.
For financial advice, take the focus off the factors we can't control and move it to the things we can. It requires robust communication and periodic reassessment, according to Marilyn Capelli Dimitroff of Capelli Financial Services.
There are really no problem clients so much as there are clients in problematic situations, says adviser Dan Mathews of Stepp and Rothwell.
It may be a no-brainer to hire an adviser to manage your investment account, but what about your IRA and 401(k)?
Many people get into real estate as a hobby or for a little extra income, but what happens when a part-time pursuit becomes a full-fledged business.
When it's time to cut ties, make sure you know what to do and when to do it.
What’s best for you depends on the size of your portfolio, your risk tolerance and how your adviser gets paid.
The markets are trickier than ever, technology is a bear and the parade of complex products with odd names is enough to make your head spin.
It’s important to distinguish between high-maintenance clients (who need a lot of hand holding) and problem ones (who want the impossible).
Sure, investment returns grab the headlines, but fees fatten the top and bottom line, which makes expansion into other services tempting.
Bottom-up investing, which banks on individual securities bucking market trends, demands investors do their homework.
As digital natives become parents with greater financial complexity, will they still trust a robot to manage their money?
Mind maps, online organizational charts, help advisors boost revenue, reduce paperwork and manage client expectations.