Wealth Manager Web June 2009
Cover Story
Branching Out
new study Family Wealth Alliance FWA reported in 2008, "We don't see a huge surge of new single-family offices opening up," says William Rankin, chief...
Cover Story
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Communicating with Clients
Regardless of the client profile they seek to serve, asset allocation strategies, aggregate AUM, or the organizational culture in which they operate, several common themes...
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Diversification: Always in Style
But since the end of 2007, the broad-based fall in equities has drained a mind-numbing $30 trillion of value from the stock market. Worse yet,...
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The Future is Not Past Perfect
The Wall Street Journal Journal of Indexes Forty years is the duration of the accumulation phase for most wage-earners. How was it that common stocks--the...
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On Good Behavior
The result is Cabot Research, a five-year-old Boston firm whose motto is "behavioral finance, APPLIED." The business is the second that Ervolini, Cabot's CEO, has...
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A Conscience for Commodities
The answer, perhaps surprisingly, is: remarkably few--not just here in the U.S., but anywhere. According to Craig Metrick, U.S. head of Responsible Investment for Mercer, a...
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A Re-Done Deal
Yet even in the most uncertain and difficult situations, it is clear that the dialogue between the affected parties will have to begin today. Delaying...
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Net Operating Losses
Undoubtedly, you have some clients whose businesses were battered by the recession and lost money in 2008. Or perhaps they started a new venture that...
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Playing It Safer
Boomers certainly have the earning power to invest in their pursuits. More than 26 million are now in their peak income-earning years--ages 57 to 63--and...
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Keep On Giving
When a client contemplates setting up a private foundation, make sure you spend time with them on the "softer" issues, and that they are...
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At Home or Abroad?
Insurance, diversification and hedging strategies are common methods for mitigating risk. These instruments or strategies can successfully protect clients' financial plans from devastation by a...


















