Bruce Fraser

• M&A: The Future of Wealth Management?

  By Bruce Fraser  |  September 1, 2008

  Ask any RIA or wealth management firm what tops their hit list. Five, ten years ago, the answer probably would have been more assets, more...

• Hailing CABs

  By Bruce Fraser  |  November 1, 2007

  If you haven't formed a client advisory board by now--or at least had fleeting thoughts about creating one--you could be missing out on an elegantly...

• Not the Beardstown Ladies Clubs

  By Bruce Fraser  |  July 1, 2007

  Wary of Wall Street and the hard sell, some ultra-wealthy private investors are seeking another path by connecting with one another to manage money and...

• Black Wealth

  By Bruce Fraser  |  June 1, 2007

  Advertisers got the message long ago: African-Americans drive luxury cars, own valuable real estate, drink expensive beverages and vacation in exotic resorts. In fact, while...

• Keys to the Kingdom

  By Bruce Fraser  |  January 1, 2007

  It was the English philosopher and statesman Sir Francis Bacon who said riches are for spending. The most recent Capgemini "World Wealth Report" claims there...

• Simple facts for boomer business owners

  By Bruce Fraser  |  January 1, 2007

  In the right situation, a basic, easy-to-execute plan like a Savings Incentive Match Plan for Employees or a Simplified Employment Plan might make sense. The...

• Passport to Profits

  By Bruce Fraser  |  July 1, 2006

  Real estate, they say, is location, location, location. And increasingly that location doesn't have a USA zip code. These days, as American real estate gets...