The Wealth Manager

• 

  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.

• 

  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.

• 

  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.

• 

  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.

• 

  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.

• 

  TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril

  By John Sullivan, AdvisorOne  |  May 6, 2013

  Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.

• 

  How to Protect Clients From Strippers and Cabana Boys

  By John Sullivan, AdvisorOne  |  May 4, 2013

  Speaking at FPA Retreat 2013, attorneys Basel and Grace Jamra focuses on advisors' role in client pre-nups and post-nups in a divorce-happy age.

• 

  ‘Retirement Planning’ Is Old and Outdated: Elizabeth Jetton

  By John Sullivan, AdvisorOne  |  May 4, 2013

  At the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.

• 

  Envestnet Unveils ‘Intelligence’ Initiative at Advisor Summit

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It’s not a product; it’s not a platform,” explained Bill Crager, Envestnet’s president. “It’s completely integrated technology that pulls together resources to provide on-demand information.”

• 

  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.