Updated Tuesday, July 7, 2015 as of 9:36 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

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

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

Billion-Dollar Roundup: Where Are the Biggest Teams Moving?
The June Issue is now online!


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Industry Events

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

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

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