Wealth
News & Analysis
-
Don’t Get Left Behind: Tech Innovation to Drive Wealth Shift From Boomers to Gen X and Y
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.
-
Stocks Have Room to Rise, but So Do Interest Rates: J.P. Morgan’s Kelly
J.P. Morgan Asset Management's David Kelly believes the biggest drag on the U.S. economy is the Federal Reserve, and investors...
-
IRS Scandal Has Charities Worrying About ‘Collateral Damage’
Charitable nonprofits worry that investigations revving up in Washington over the IRS' targeting of conservative groups will further delay applications...
-
3 Successful M&A Exit Strategies
If you have one buyer and one seller, you won’t get what you want, says one veteran dealmaker.
-
New Index Measures Individuals’ Commitment to Philanthropy
New research shows that affluent individuals’ commitment to philanthropy is progressing in tandem in Asia and Europe and moving more...
-
Multifamily Offices Saw Asset, Revenue Growth, New Study Finds
Multifamily offices enjoyed a 9.6% increase in assets under advisement and 11.3% revenue growth in 2011, according to The Family...
-
Lawmakers Launch Website to Crowdsource Tax Reform
Recognizing that Washington doesn’t have all the answers, Sen. Max Baucus and Rep. Dave Camp have debuted TaxReform.gov, where the...
- View All News »
More News & Analysis
- 4 Hottest Real Estate Markets for Ultrawealthy
- Forget Freud: Women Know What They Want
- 8 Really Bad Investments That Lost a Bundle
- TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril
- 15 Best Finance Tweets of the Month: April
- How to Protect Clients From Strippers and Cabana Boys
- ‘Retirement Planning’ Is Old and Outdated: Elizabeth Jetton
- Envestnet Unveils ‘Intelligence’ Initiative at Advisor Summit
- John Taft: The 2013 IA 25 Extended Profile
- Schwab’s Sonders: Middle America Is My Favorite Emerging Market
Blogs
-
Julie Sherlock
When Your HNW Clients Make Music, Be Sure They’re Covered
If those clients or their children are budding—or wannabe—Paganinis or Claptons, be sure their valuable musical instruments are covered by...
-
Kathleen Tierney, Chubb
Matching HNW Clients’ Coverage With Their Risk Profile
Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing...
-
Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.
The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity Trap
You and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated...
- View All Blogs »
The Wealth Manager
Estate Planning
Philanthropy
Sponsor
Showcase
Actionable insights to help you make better global investment decisions.
Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
Resource Library
View All »
Understand the #1 Alternative Asset for Self-Directed Investors - Real...
Are you prepared to offer innovative alternative investment solutions to your clients and explain the...
Sales & Onboarding - Your Last Chance to Make a...
Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
Complimentary White Paper: "Alternative Investments in the Mainstream "
In this white paper you will learn how to earn more referrals and grow your...
Advisor Tools
Business Evaluator
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.
