Risk Management

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  New Index Measures Individuals’ Commitment to Philanthropy

  By Michael S. Fischer  |  May 14, 2013

  New research shows that affluent individuals’ commitment to philanthropy is progressing in tandem in Asia and Europe and moving more slowly in the Middle East.

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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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  8 Really Bad Investments That Lost a Bundle

  By Dan Berman, AdvisorOne  |  May 7, 2013

  Even the big boys, like Warren Buffett, can lose big bucks on a bad bet.

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  15 Best Finance Tweets of the Month: April

  By Katie Rass  |  May 6, 2013

  While gold plunged in April and Bitcoin took a wild ride, Sallie Krawcheck threw a punch in the battle of the sexes and Bill Gross opined on the pomp and pageantry of stock trading.

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  What Can Advisors Do in Defense of Freedom and Opposition to Terror?

  By Gil Weinreich, AdvisorOne  |  May 2, 2013

  AdvisorOne's Gil Weinreich speaks with freedom activist Ayaan Hirsi Ali about the fight for Western freedoms and how advisors can play a role, and the author adds his a post-script about his own brush with terror...

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  John Taft: The 2013 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 2, 2013

  For John Taft, head of wealth management at RBC Wealth Management, managing clients’ wealth is part of a higher calling.

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  ‘Black Swan’ Author Says Market ‘Fragility’ More Important Than Risk

  By John Sullivan, AdvisorOne  |  May 1, 2013

  The opposite of fragility is the acceleration of harm, which eventually leads to Black Swan events, Nassim Taleb tells IMCA attendees.

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  Premium Care: Why Specialty Insurance Carriers Make Sense

  By Marlene Y. Satter  |  April 29, 2013

  When the financial crisis hit, consumers trying to cut expenses turned to cheaper homeowner’s policies from standard carriers. However, when Hurricane Sandy arrived, some who lost homes and possessions found that economizing might have been penny wise but pound foolish.

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  Who Pays the Bill for Terrorism?

  By Gil Weinreich, AdvisorOne  |  April 26, 2013

  Beyond the unfathomable evil perpetrated on April 15 in Boston—human losses that can never be measured—come the more mundane, quantifiable aspects of the mayhem of which the Tsarnaev brothers are suspected.

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  Vanguard Asks: How Much Return Do Your Clients Really Need?

  By Gil Weinreich, AdvisorOne  |  April 23, 2013

  Investors could be better off with lower return objectives and a less risky portfolio than the more typical higher return objective of most portfolios, a Vanguard research paper argues.