Wealth
News & Analysis
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6 Moves Advisors Should Make in ‘Volatile’ 2012: Andy Friedman
The election, the Supreme Court ruling on Obama's health care law, and tax and deficit issues at year-end will keep markets volatile, attorney Andy Friedman says.
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5 Ways Rich and Famous Can Hide Assets
Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind...
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Not a Pretty Picture: Mixed Results for Recent Art Sales
Results of an auction in April show art returns falling behind the S&P 500, though they had strong returns for...
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Facebook Frenzy Is About Separating Fools From Their Money: News Analysis
The clamor for shares of Facebook's IPO was so great, it guaranteed one outcome and almost guaranteed another: that Facebook’s...
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How to Buy Facebook Without All the Risk
As demand skyrockets for Facebook’s new shares, advisors plan to jump into this investing product that will give clients exposure...
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3 Investment Trends of Ultra-Wealthy
“The portfolio allocation and investment trends reported by ultra-affluent investors often lead the broader market,” said Mindy Rosenthal of the...
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‘On the Money’ Radio Host Steven Pomeranz Joins United Capital
United Capital’s media expertise is set to grow along with its assets under advisement with the addition of the radio...
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Blogs
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James Carney, ByAllAccounts
How Not to Lose a Client: 3 Basic, Effective Strategies
A national survey of affluent and HNW investors provides insights into what clients consider important, why they'd fire an advisor...
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Richard Niles, J.D., Senior Editor, Tax Facts Online
What Constitutes Notice? IRS Rules on Employer-Owned Life Insurance
Employer met notice requirement to exclude life insurance proceeds, agency rules.
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James R. Cody, Harris myCFO
The Proper Path to Integrated Wealth Management, Pt. 2: High-End Tax Planning
High-end tax planning is much more than a tax-season event. Here's how a multidisciplinary team approach can provide tax benefits...
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