Smart use of the new smart financial tools can enhance your practice
Alternative investments can provide needed growth, but advisors need to look under the hood
Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance
Permanent life insurance can be good value for wealthy clients who can afford the upfront costs
A tech-savvy advisor to HNW clients says the industry needs to change
Be prepared for the worst — and focus on the client
Demand for sustainable investments will only grow as generational wealth transfer approaches
Slow progress on preparing for looming wealth transfer
Banks have specialized support services, products and referral arrangements to help advisors take care of the wealthy
Although global high net-worth individuals’ wealth surpassed US$70 trillion for the first time, only 55.5% said they connected very well with their wealth managers