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News and Features
Latest News
Canada's RBC, Other Banks Potential Bidders For BoA's Non-US Wealth Arm - Report
Philadelphia Financial Expands UHNW Insurance Team
Barclays Bolsters New York Wealth, Investment Unit With Four Hires
Private Bank Of California Names New Exec VP, COO
Bank Of Montreal Eyes Singapore For Wealth Operations - Report
Comment and Analysis
Book Review: Unmasking The Language Of Wall Street
Gresham Hires Head To Lead Growth; Targets "Top One-Tenth Of The 1 Per Cent"
Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes
Interview: CAIS On "Levelling The Playing Field" In The Alternatives Space
What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
Wealth Managers Take Note: Behold The Arrival Of The "Facebooker" Multi-Millionaires
Due to be held tomorrow, Facebook's massive IPO will create a new cohort of millionaires and multi-millionaires - rich pickings for the wealth management industry, says a new report.
Tom Burroughes
17 May 2012
The Scream - An Emerging Markets Billionaire Trophy?
Whatever one's view of The Scream, a painting, its auction sale price of 4119 shows how some parts of the art market remain incredibly strong, but what does that say about wealth trends in general?
Tara Loader Wilkinson
8 May 2012
Advisors Must Respond To Uncertainty, Adapt Quickly To Complexity - Envestnet’s Crager
Independent advisors have a golden opportunity to benefit from an era of “profound change,” but must swiftly address the new realities and complexities of the economy and the marketplace, said Envestnet president Bill Crager at the wealth management outsourcing firm’s 2012 Advisor Summit in Chicago.
Charles Paikert
7 May 2012
Looming Deadlines Make For Busy Wealth Structuring Season
It has been hard for any international lawyers dealing with US clients to ignore the sweeping provisions of the FATCA Act, but this tax compliance juggernaut is not the only issue on the horizon, a specialist in the field says.
Tom Burroughes
14 May 2012
Wealth In Motion: The Challenge Of Family Businesses, Succession
For wealthy families, a large challenge is raising the next generation and handling issues such as when and how to involve them in the family fortune, or business. It is a challenge that some say that wealth managers should be involved in.
Harriet Davies
16 May 2012
IMCA Conference: A Mixed Picture From Around The World
Investment advisors to wealthy clients have debated eurozone woes and prospects for emerging markets and the state of the US economy at a major conference in NYC.
Charles Paikert
15 February 2012
