St. James Investment Company is a company based out of Dallas, Texas, United States. They founded St. James Investment Company in 1999, managing equity portfolios for both individuals and ...

A recent private binding ruling has said that a lump sum in specie transfer to a trust received after the death of a member ...

In terms of South African legislation, those who inherit from a deceased estate are not liable to pay tax on the inheritance.

Forget yachts. For India’s ultra-rich, the ultimate power move is a family office. Read on to see why it’s becoming the new ...

The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires ...

After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my own finances. Here’s what I learned.

Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From ...

To find a financial advisor near you or online, ask for recommendations, use matching, check advisor groups, tap a planning network or consider robo-advisors.

When hiring a financial adviser, ask these 10 questions to help you find the right person to manage your nest egg. After all, you're the boss.

Investing in real estate can help you build wealth and achieve financial freedom. Before you take the plunge, it’s essential to understand the current investment property rates available ...

How is a wealth manager different from a financial advisor, and which is right for you? The biggest difference between wealth managers and financial advisors is their clients' net worth.