Featured
A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
British Heir To JCB Threatens To Relocate Multi-Billion-Pound Firm To The US In Protest Over Rachel Reeves' Inheritance Tax Raid
(Daily Mail) - The heir to the JCB manufacturing fortune has threatened to leave the UK due to Rachel Reeves
Recent
Stock-picking advisors and over-leveraged billionaires
One of the well-known problems confronting advisors who attempt to market using social media is that it’s very easy to reach the wrong audience.
Indie Advisors More Bullish on 2021 Growth Prospects
Compared to last year, advisors are more optimistic about growth of the RIA industry and their practices in 2021 and beyond.
$887 Million UBS Advisor Sees Volatile Market Cycles As A Challenge To Financial Planning
Swett is “cautiously optimistic” on markets and equities, maintaining balanced portfolios in advance of an expected positive year ahead in 2021.
Former Cape Coral financial advisor sentenced to 5 years in federal prison for fraud
A former financial advisor from Cape Coral was sentenced to five years in federal prison for wire fraud and bank fraud Wednesday.