10/02/2015
Why goals-based wealth management has yet to reach its full potential
Current adviser technology needs to be pushed to its limits to help goals-based planning take off
Comment, Analysis & Research
10/01/2015
That Other Time Trump Fought Forbes Over His Net Worth
Trump isn’t happy about Forbes estimating his net worth at less than half the $10 billion he claims, but it’s not the first time Trump and the magazine have battled over the size of his personal fortune.
10/01/2015
How to Calculate Your Net Worth
Net worth is important to know because it’s an important gauge of your financial stability.
10/01/2015
Hedge Fund Marketing To Independent RIA Firms
The good news for the hedge fund portfolio manager is that these firms exist.
10/01/2015
Wealth Management: Planning for your child's future education
There are many options for parents to exercise now
10/01/2015
Area wealth manager featured in Forbes
In his contribution, Mullis discussed the state of the market and important things individual investors should keep in mind.
10/01/2015
Make Your Client Relationship Personal and Keep It Compliant
Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.
10/01/2015
Wall Street expects a bonus bonanza for M&A bankers in 2015
Managing directors have typically worked on Wall Street for about 10 years.
10/01/2015
How to get accelerated offers from Goldman Sachs, J.P. Morgan and others
Recruiting full time graduates through summer internships is nothing new in investment banking.
10/01/2015
Why Citigroup should ditch retail banking: Bove
Citigroup has tried retail banking under a variety of CEOs in a variety of markets
10/01/2015
More than half of large insurers to increase use of cloud and co-sourcing services over next five years finds SS&C survey
Technology is key in improving performance measurement, risk analysis and investment management across broader and more complex asset classes
10/01/2015
Asset Protection Planning Increasingly Appeals To The Ultra-Wealthy
There are three main reasons for the greater attention and resources the ultra-wealthy are committing to asset protection planning.
10/01/2015
The future of wealth management: technology, regulation, millennials, and women
It’s still uncertain how to best cater to and work with millennials on wealth management.
10/01/2015
Ultra Wealthy Buying Homes Globally for Investment Diversification, Gain Citizenship
According to a study by Wealth-X and the Sotheby's International Realty, a growing number of ultra-high net worth individuals view homes as 'opportunity gateways
10/01/2015
How the Superwealthy Plan to Make Sure Their Kids Stay Superwealthy
Passing on a fortune isn’t as easy as it seems.
10/01/2015
An Update on the Trust Industry
Spectrem's Personal Trust Update details the drop in personal trust accounts, even as American wealth increases.
10/01/2015
If you get rich, don’t forget to switch this one overlooked thing
You could be risking everything if you don’t upgrade your personal insurance
09/30/2015
Global funds cut equity holdings as growth fears mount
The uncertainty and mixed messages from Fed officials over the last week has helped push global equity markets to a two-year low.
09/30/2015
US$7.6tn hidden in tax havens - almost half annual US GDP
Oxfam in a report published last January said that in 2013 the number of billionaires holding the same amount of wealth as the bottom 50% of the global population of 7bn was at 92.
09/30/2015
The Missing Link For Family Offices
Families can face a deluge of competing challenges when managing their wealth which is why successful families rely on an ‘expert generalist’ to safeguard their interests.