The Wealth Manager

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  How Not to Lose a Client: 3 Basic, Effective Strategies

  By James Carney, ByAllAccounts  |  May 22, 2012

  A national survey of affluent and HNW investors provides insights into what clients consider important, why they'd fire an advisor and how an advisor builds and maintains loyalty.

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  What Constitutes Notice? IRS Rules on Employer-Owned Life Insurance

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  May 21, 2012

  Employer met notice requirement to exclude life insurance proceeds, agency rules.

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  5 Ways Rich and Famous Can Hide Assets

  By Michael S. Fischer  |  May 21, 2012

  Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.

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  The Proper Path to Integrated Wealth Management, Pt. 2: High-End Tax Planning

  By James R. Cody, Harris myCFO  |  May 19, 2012

  High-end tax planning is much more than a tax-season event. Here's how a multidisciplinary team approach can provide tax benefits to high-net-worth clients 365 days a year.

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  Facebook Frenzy Is About Separating Fools From Their Money: News Analysis

  By Gil Weinreich, AdvisorOne  |  May 18, 2012

  The clamor for shares of Facebook's IPO was so great, it guaranteed one outcome and almost guaranteed another: that Facebook’s founders would be even richer than they thought and that “investors” would wind up with mediocre results.

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  How to Buy Facebook Without All the Risk

  By Joyce Hanson, AdvisorOne  |  May 17, 2012

  As demand skyrockets for Facebook’s new shares, advisors plan to jump into this investing product that will give clients exposure to the hot social media IPO without too much volatility.

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  3 Investment Trends of Ultra-Wealthy

  By Danielle Andrus, AdvisorOne  |  May 16, 2012

  “The portfolio allocation and investment trends reported by ultra-affluent investors often lead the broader market,” said Mindy Rosenthal of the Institute for Private Investors.

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  ‘On the Money’ Radio Host Steven Pomeranz Joins United Capital

  By Joyce Hanson, AdvisorOne  |  May 16, 2012

  United Capital’s media expertise is set to grow along with its assets under advisement with the addition of the radio host whose show appears on NPR.

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  Ultra-Wealthy Will Transfer $27 Trillion by 2050

  By Danielle Andrus, AdvisorOne  |  May 16, 2012

  Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found.

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  Call for Entries to AdvisorOne’s Top Wealth Manager Survey

  By James J. Green, AdvisorOne  |  May 16, 2012

  RIA firms are invited to participate in the 12th annual Top Wealth Managers survey and ranking, this year with a twist.