Wealth
News & Analysis
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Stocks Have Room to Rise, but So Do Interest Rates: J.P. Morgan’s Kelly
J.P. Morgan Asset Management's David Kelly believes the biggest drag on the U.S. economy is the Federal Reserve, and investors must prepare for inflation.
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IRS Scandal Has Charities Worrying About ‘Collateral Damage’
Charitable nonprofits worry that investigations revving up in Washington over the IRS' targeting of conservative groups will further delay applications...
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3 Successful M&A Exit Strategies
If you have one buyer and one seller, you won’t get what you want, says one veteran dealmaker.
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New Index Measures Individuals’ Commitment to Philanthropy
New research shows that affluent individuals’ commitment to philanthropy is progressing in tandem in Asia and Europe and moving more...
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Multifamily Offices Saw Asset, Revenue Growth, New Study Finds
Multifamily offices enjoyed a 9.6% increase in assets under advisement and 11.3% revenue growth in 2011, according to The Family...
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Lawmakers Launch Website to Crowdsource Tax Reform
Recognizing that Washington doesn’t have all the answers, Sen. Max Baucus and Rep. Dave Camp have debuted TaxReform.gov, where the...
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4 Hottest Real Estate Markets for Ultrawealthy
The growing number of very wealthy individuals globally is driving demand for ultraprime residential properties in the world’s main financial...
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More News & Analysis
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- ‘Retirement Planning’ Is Old and Outdated: Elizabeth Jetton
- Envestnet Unveils ‘Intelligence’ Initiative at Advisor Summit
- John Taft: The 2013 IA 25 Extended Profile
- Schwab’s Sonders: Middle America Is My Favorite Emerging Market
- ‘Black Swan’ Author Says Market ‘Fragility’ More Important Than Risk
Blogs
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Kathleen Tierney, Chubb
Matching HNW Clients’ Coverage With Their Risk Profile
Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing...
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Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.
The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity Trap
You and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated...
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Andrew Rice, Money Management Services
Remind Clients of the Non-Market Returns You Provide: 7 Examples
Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You...
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Breaking up is hard to do
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This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
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Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
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Find out the four crucial steps you need to follow to choose the right technology...
Complimentary White Paper: "Alternative Investments in the Mainstream "
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