Updated Friday, January 30, 2015 as of 2:58 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 Find Unclaimed Money

DAFs Top Choice for Charitable Giving

Making the Most of International Giving

Do a Few Big Donations Trump 10 Small Ones? How to Advise Your Clients

Keeping Tabs on Clients' Charitable Giving

Charitable Planning: 10 Tips to Help Clients

Focus on Philanthropy? There's a Designation for That

Does Your Client Need a Private Foundation?

Continuity Planning: Protect Your Clients & Practice

Digital Rivals: Weighing the Robo Threat

Advisors: Smart Ways to Manage Your Brand Online

Compliance: Should You Go it Alone?

Email Review: 5 Best Practices for Advisors

Estate Planning Must: Safeguard Digital Assets

5 Rules for Protecting Client Data

Noncash Donations? How to Help Clients

Can Liability-Driven Investing Work for Clients?

Smart Ways to Set Safe Withdrawal Rates

Specialized Practice: Retirement Income Planning

Retirement Income Planning: Advisors Face New Challenges

The January Issue is now online!


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June 18, 2015 | New York Hilton Midtown, New York, NY

June 18, 2015 | New York Hilton Midtown, New York, NY

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