Updated Wednesday, May 27, 2015 as of 5:55 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

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

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

Advisors on the Move: Wells Fargo Nabs $650M Team
The May Issue is now online!


Industry Events

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

June 24, 2015 | Chicago, IL

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

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

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