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  • Abbot Downing is expanding into Atlanta to help meet the needs of the growing number of ultra-high-net-worth clients here who seek to understand and preserve their wealth and historical legacies for future generations. Abbot Downing—with its 45-year...

  • New book examines the hidden world of wealth managers to the ultra-rich driving today’s offshore tax sheltering. When Donald Trump boasts that he hasn’t paid taxes in years –and that makes him “smart” – he is actually revealing that he deploys a cadre...

  • The use of robo-advisors is on the rise among investors looking for an alternative way to get help with financial planning. In fact, a report by the consulting firm A.T. Kearney predicted that robo-advisors will be managing 5.6 percent of Americans...

  • Get key Market Research Reports and Insightful Company Profiles The number of HNWIs is projected to grow at a forecast-period compound annual growth rate of 3.03%, to reach over 20 million individuals in 2020. Synopsis The report examines the attitudes...

  • Financing for Retirement
    via northernvirginiamag

    Five years later we have weathered the storm, but when stock prices plummeted and home values followed, we all became acutely aware of risks. It could happen again. By Joseph Hight     Setbacks Happen Your retirement savings are accumulating...

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