David Lincoln

• 

  What an Apple Store Has That Wealth Advisors Want

  By Michael S. Fischer  |  June 5, 2012

  Wealth advisory firms are increasingly standardizing the way they deliver services, much like an Apple store.

• Which City Is No. 1 in Ultra-Rich Individuals? New York, of Course

  By Michael S. Fischer  |  October 20, 2011

  New York is home to 6% of the population of the U.S., but counts 13% of ultra-high-net-worth individuals among its residents, according to research by Wealth-X, a global wealth intelligence, due diligence and prospecting firm.

• 

  Family Wealth Advisors Beating Drum for Sales: FOX Study

  By Michael S. Fischer  |  September 26, 2011

  The need for growth is leading family wealth advisory firms to stronger sales cultures and reinvigorated sales efforts, according to a study by Family Office Exchange.

• 

  Bill Gates’ Philanthropy Costs Him Forbes’ Richest Man Title

  By Marlene Y. Satter, AdvisorOne  |  March 8, 2011

  While Bill Gates is still in the top three, along with Warren Buffett and Carlos Slim, last year’s richest man, he would have topped the list if not for the money he channeled into his foundation.