Keyword: Wealth management

709 results found

The G&M created a fictitious portfolio based on Buffett's methods. How has it fared?

Advisorca is live-tweeting the 15th annual STEP conference, so stay tuned for tips and updates.

  • By: Staff
  • June 10, 2013 August 21, 2018
  • 09:50

Retirement has been redefined in the past few years for your aging clients; most commonly, people are continuing to work into their retirement years. But, is doing so a necessity or choice?

We specialize in the sale of privately owned companies and get a lot of interesting questions.

Real retirement savings stories may inspire your clients.

  • By: Staff
  • May 27, 2013 August 21, 2018
  • 13:47

What perks do CEOs like Mark Zukerberg and Bob Iger get aside from their jaw-dropping paycheques?

Retired clients are considered risk-averse, but there are always exceptions.

Singer Madonna has raised more than $7 million for charity by selling one of her paintings, reports Wall Street Journal.

  • By: Staff
  • May 9, 2013 August 21, 2018
  • 10:26

If your client’s getting married, she may want to create a marriage contract. That’s because in some jurisdictions there’s a default regime for property division between spouses when the marriage ends, and she may not like the results.

Jennifer Lawrence is much more than Hollywood's brightest young female star.

  • By: Staff
  • May 3, 2013 August 21, 2018
  • 10:48