The Wealth Manager

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  Honoring Advisors Who Serve(d): Memorial Day, 2013

  By James J. Green & Ron Pechtimaldjian  |  May 24, 2013

  In our latest slideshow honoring advisors and their partners—and one famous non-advisor, PIMCO’s Bill Gross—who served in the armed forces, we present 18 veterans deserving of praise.

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  Wealthy Families Not Addressing Major Risks in Financial Plan

  By Danielle Andrus, AdvisorOne  |  May 23, 2013

  A study released Tuesday by U.S. Trust identified wealthy families’ collective health as a risk to wealth.

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  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

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  Advisors’ Tech Strategies Help Boomers but Ignore Gen X and Y

  By Joyce Hanson, AdvisorOne  |  May 21, 2013

  RIAs are making the mistake of inventing non-tech-related strategies for boomer investors at the expense of developing innovations for Gen X and Gen Y clients, says Fidelity.

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  Stocks Have Room to Rise, but So Do Interest Rates: J.P. Morgan’s Kelly

  By Joyce Hanson, AdvisorOne  |  May 17, 2013

  J.P. Morgan Asset Management's David Kelly believes the biggest drag on the U.S. economy is the Federal Reserve, and investors must prepare for inflation.

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  3 Successful M&A Exit Strategies

  By John Sullivan, AdvisorOne  |  May 15, 2013

  If you have one buyer and one seller, you won’t get what you want, says one veteran dealmaker.

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  Matching HNW Clients’ Coverage With Their Risk Profile

  By Kathleen Tierney, Chubb  |  May 14, 2013

  Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.

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  Multifamily Offices Saw Asset, Revenue Growth, New Study Finds

  By Michael S. Fischer  |  May 13, 2013

  Multifamily offices enjoyed a 9.6% increase in assets under advisement and 11.3% revenue growth in 2011, according to The Family Wealth Alliance.

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  4 Hottest Real Estate Markets for Ultrawealthy

  By Michael S. Fischer  |  May 8, 2013

  The growing number of very wealthy individuals globally is driving demand for ultraprime residential properties in the world’s main financial centers, according to a new report.

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  Forget Freud: Women Know What They Want

  By James J. Green, AdvisorOne  |  May 7, 2013

  At FPA Retreat 2013, Heather Ettinger provides the facts on women, and suggests how the majority of advisors’ potential clients want to be treated after a divorce or death of a spouse.