12/02/2012

Global trends in financial advice

The Retail Distribution Review (RDR) in the UK and the Future of Financial Advice (FoFA) Act in Australia are examples of a new regulatory regime that embraces the fee-for-service business model in wealth management.

11/29/2012

What Millionaire Women Want - RESEARCH

What millionaires are thinking and doing can be a strong indicator of certain financial trends. Fidelity's fifth Millionaire Outlook reveals how millionaires' background, financial outlook and goals have greatly impacted their investment behavio

11/27/2012

Buffett renewing call for millionaire’s tax

As the country approaches the fiscal cliff, Obama has insisted that Bush-era tax cuts — set to expire at the beginning of 2013 — expire for families making $250,000 and above.

11/26/2012

Small business owners focused on job creation - RESEARCH

A recent survey by U.S. Trust (Bank of America Private Wealth Management) is being highlighted by The Lending Circle concerning job creation in America that is largely driven by small business. The survey shows that the majority of business owners feel it