Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Picture this: You're sitting down to lunch with an extremely successful prospect and you're hitting it off. He has amassed a net worth of millions and would make a valuable client. You think you've ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

In today’s litigious and highly transparent environment, protecting wealth is no longer viewed as an optional strategy; it is a fundamental component of responsible financial planning. High-net-worth ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...

The Corporate Transparency Act has experienced significant turbulence since its inception in 2021, highlighting growing instability within the U.S. financial system. In what is described as ‘legal ...

PORT VILA, Vanuatu, Sept. 22, 2025 /PRNewswire/ -- Vantage Markets has reinforced its commitment to client trust by increasing its business insurance coverage to USD $50 million, a major upgrade from ...