Pamela J. Black

While banks are optimistic about the economy and their customers perceptions of them, customers tell another story.

Selling covered put and call options can substantially boost your returns in an unstable market.

Barclays Wealth study show that despite the recovery, high-net-worth individuals, especially in developed countries fear another dip.

As many single family offices remain concerned about their long-term sustainability, money is pouring into multi-family offices, according to the Family Wealth Alliance.

The Newsweek correspondent said “Obama is trying to rally populist sentiment against Wall Street."

Affluent parents can creatively help their children while still holding them responsible for educational expenses.

A recent study indicates that taxes on the rich have declined significantly while remaining the same on the middle class. Oddly, not all wealthy people are happy about this development.

Genworth asset managers debated investing questions on Tuesday afternoon at an event in New York.

Chances are that some kind of estate tax will be enacted retroactively for this year, but just in case it isn’t, there’s something advisors may be overlooking.

Fixed and variable annuities sales are very sluggish, while mutual fund sales have taken off.

With no estate tax, everything could go to the kids.

A new study indicates that high-net-worth individuals are relying on their own investment expertise rather than financial advisors.

Where there's a will, there's a way to change it ... at the last minutes.

Principal Financial’s calculator can help advisors estimate future estate tax liability under different scenarios.

Grubb said: "I'm moving on and they're moving on."

All-time low interest rates and tight credit could make the family bank the lender of choice for the wealthy.

Mission statements are meant to develop a purpose for family wealth that all members can support.

Talking to your clients about cars could be fun and lucrative.

Although art is poorly correlated with the stock market, art is a pure and independent alternative asset class.

The Chronicle of Philanthropy announced a drop in donations for its Top 50 philanthropists.