wealth

Clients with complex wealth often turn to large “Wall Street” firms or trust companies, but these organizations can sometimes present challenges. These firms may favor higher-cost investment products and standard

SmartAsset has conducted a study on the amount of money that is necessary to be in the top 1% of earners in each state nationwide. Florida ranked 8th in the

By Taylor Ranker, II, chief executive officer of Questmont Virtual Family Office As a successful business owner you do, in fact, have a target on your back. As your wealth

A new study from SmartAsset analyzed the places in Florida which have experienced the most wealth generation, over the last ten years. The study measures growth across median income, home

Regions has launched Women + Wealth, a program that “combines unique events and fresh insights with one-on-one guidance from a team of professionals to further support and empower women as

Contributed by Graham Wetzbarger  I recently found myself in Sarasota, on a quest to learn more about a young handbag brand called BSWANKY. I had met designer Gretchen Bauer a

OLDER LUNDY has added Matthew Evans to its firm as leader of the high-net-worth estate and tax planning practice. “The demand [for high-net-worth expertise] has increased significantly in recent years

By Taylor K. Ranker, II, President, Questmont Strategic Wealth Advisors Is it a good time to sell your business, what with increasing interest rates and spiking inflation? Last year was

By Chris Dhanraj, managing principal of investments, CliftonLarsonAllen Wealth Advisors We made it through 2020 and businesses are looking toward a post-pandemic world with cautious optimism. We are frequently asked

By Chris Taylor, The Urie-Taylor Group, UBS Financial Services About a year ago, we were breaking the record for the longest-lasting economic expansion in U.S. history, with seemingly no end

Evan Beard, national art services executive at Bank of America, takes you beneath the surface of the art market to help you understand how industry players take paint on canvas

By Mary Lauritano, CFA, Senior Vice President–Wealth Management at UBS Wealth Management USA; St. Petersburg In a recent UBS report of women and wealth, Own Your Worth, the study showed