Risk Management

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  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

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  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

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  When Your HNW Clients Make Music, Be Sure They’re Covered

  By Julie Sherlock  |  May 20, 2013

  If those clients or their children are budding—or wannabe—Paganinis or Claptons, be sure their valuable musical instruments are covered by following these six steps.

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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.