Nathan Place is a national reporter at American Banker. A native of New York City, he has worked for more than a decade in both print and video journalism. He got his start in Beijing, where he worked as a copy editor and reporter for China Daily. He then returned to New York, where he earned his master's degree from the CUNY Graduate School of Journalism. Since then he's worked as a reporter for the New York Daily News and The Independent, as well as a video producer for the Daily Mail, the Daily Beast and Men's Journal.
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A 2018 law protects wealth managers who report scams against seniors — but it can only help them if they're aware of it.
June 16 -
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Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.
June 12 -
Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.
June 8 -
We're celebrating wealth management's up-and-coming new talents. Here's how to throw someone's hat in the ring.
June 7 -
When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?
June 6 -
Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?
June 2 -
Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.
June 2 -
Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.
June 1 -
For the cohort also known as Gen Y, making sure their parents are happy and healthy is more important than receiving a generous bequest, a new Edward Jones study found.
May 30
