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Most Read News

UBS Appoints Head Of Growing UHNW Unit In The US

Study Reveals What Motivates Advisors To Switch Firms

North America Executive Moves: April 2013

New Report Considers The "Brave New World" Of Wealth Management

Zero-Alpha Group Launches Collaborative Forum For RIAs

Quote of the week

"[People] don’t expect retirement to begin with social security and sit on the back deck in a lounge chair for the rest of their lives. This group really wants to remain active."

Jeff Cimini, head of personal retirement at Merrill Lynch

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News and Features

Latest News

Goldman Sachs AM Launches Alternatives Mutual Fund

Mutual Fund Asset Flows "Healthy" But Losing Pace - Morningstar

Massachusetts Wealth Firm Appoints Research Director

BNY Mellon Combines Bank, Brokerage Custody Into Single Service Offering

Webster Private Bank Creates Chief Investment Strategist Role

Comment and Analysis

EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback

WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management

FEATURE: A Look At The Mexican High Net Worth Client Market

EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring

EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications

Expert Commentary

Industry Insight

Q&A: The "Need To Know" On Alternative Assets

Here, Donald Robinson, chief executive and co-chief investment officer of Palladiem Partners, and a veteran alternative investor who launched Lockwood Advisors in the mid-90s, lays out some of the basics that clients should know about alternative investing.

View from the Top

INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World

The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.

Editor's choice

FEATURE: Twins And The Business Of Family

Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.

Expert View

Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment

Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.