Risk Management

• 

  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.

• 

  Viewing Financial Planning Through the Lens of Risk Management

  By Mike Patton  |  April 22, 2013

  In planning for my clients, I view all I do through the lens of risk management, and I'm not limiting myself to insurance.

• 

  Simpson, Bowles Reduce New Deficit Plan to Prod Congress

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Like Jackie Gleason’s Buford T. Justice in 1977’s Smokey and the Bandit, Alan Simpson and Erskine Bowles are not giving up.

• 

  Guiding Your Art-Loving Clients, Whether It’s a Passion or an Investment

  By Kathleen Tierney, Chubb  |  April 19, 2013

  Art collectors may love their pieces, but often they're as driven to buy by the perceived investing benefits. What’s the advisor’s role in guiding their clients?

• 

  First Clearing Launches Tools to Fight Cybercrime, Other Risks

  By Danielle Andrus, AdvisorOne  |  April 17, 2013

  The new tools are based on the “four pillars” of risk management, including educational support, consulting, events and technology.

• 

  Sheila Bair: Low Interest Rates Hurting Economy

  By John Sullivan, AdvisorOne  |  April 17, 2013

  Former FDIC Chairwoman Sheila Bair is the latest high-profile official to voice concern over the Federal Reserve’s low-interest-rate policy.

• 

  Ah, Spring! When HNW Clients Renovate Their Homes, With 6 Big Risks

  By Gary Raphael, ACE Private Risk Services  |  April 17, 2013

  An advisor may be asked for help in determining the best way to fund a home renovation, but there are also six discrete renovation risks that should be considered.

• 

  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?

• 

  Wrapped Up in a Blanket: Pros and Cons of Family Blanket Policies

  By Kathleen Tierney, Chubb  |  March 17, 2013

  Family blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.

• 

  Newly Wealthy Often Overpay to Be Underinsured

  By Michael S. Fischer  |  March 12, 2013

  They often fail to adjust their insurance programs as they accumulate wealth, according to research released Tuesday by ACE Private Risk Services.