Walter Zultowski

High-Net-Worth Americans Feeling "Slightly Wealthier"

By Michael S. Fischer | April 23, 2010

Prospects for economic recovery are looking up if the attitudes of U.S. high-net-worth consumers can be credited.
High-net-worth boomers ditch the advice

By Staff Writer | November 1, 2008

Sure, it's easy to like your financial advisor when your portfolio's doing well, but high-net-worth boomers are just not seeing the cost/benefit value within their...

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Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.