Updated Monday, August 31, 2015 as of 6:50 AM ET

Bruce W. Fraser is a financial writer in New York. He is writing a book about the ultrawealthy.

Recent Stories From This Author

How to Avoid Next-Gen Wealth Transfer Failures

How to Prepare Your Clients for Incapacity

5 Estate Planning Documents Clients Must Have

Young Adults Need Estate Planning, Too

5 Estate Planning Questions to Ask Clients Annually

Are Your Clients' Legacy Goals on Track?

Retirement Income: Planning for Pensions and Social Security

Becoming an RIA: Top Liability and Regulatory Concerns

5 Ways for Advisors to Go Independent

Picking a B-D or Custodian? 10 Questions to Ask First

What to Know About Compliance Before Going Independent

Make Tech a Top Priority When You Make a Move

Top Reasons Advisors Strike Out on Their Own

What the Surge in Socially Responsible Investing Means for Clients

Smart Tax Strategy for Wealthy Clients

Get More Referrals From Top Clients

Smart Ways to Win HNW Clients

More Than Money: How HNW Clients Are Different

How to Find Unclaimed Money

DAFs Top Choice for Charitable Giving

Advisors on the Move: UBS Lures a $2B Mega Team
The August Issue is now online!


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September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

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