Feature
Exclusive: Steve Lockshin On Advizent, The New RIA Marketing Consortium
24 July 2012
Steve Lockshin, chairman of Convergent Wealth Advisors and founder of outsourcing powerhouse Fortigent, is convinced that independent advisors and wealth managers need to band together to have a fighting chance against Wall Street.
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It's Not Just Snowbirds Flocking To Florida In 2012
19 July 2012
Florida is proving an attractive place for wealth managers to launch offices and hire staff so far this year.
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Breaking Through Generational Barriers With A Private Social Media Network
12 July 2012
TrustedFamily, a secure online communications platform, has a clear market strategy: work with the top three business families in every country.
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Eldercare Services Gain Ground As Baby Boom Generation Retires
10 July 2012
The retirement of the Baby Boomer generation is upon us, and it might be wise for wealth managers to ensure they are addressing the challenges of health and aging with client families as much as possible.
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A Few Observations On Owning "Treasure"
10 July 2012
Matthew Erskine, principal of The Erskine Company, a strategic advisory firm located in Worcester, MA, discusses the effects on the investment climate of high government debt, and why specialized planning may be necessary.
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Wealth In Harmony: Defining "Family Wealth" For All
9 July 2012
“Family wealth” is a term used freely in our industry. Unlike “oligarchical wealth” or “robber baron wealth” or “entrepreneurial wealth,” “family wealth” brings the wealth down to a very human level – the family.
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Groundbreaking New Image Rights Legislation To Bring Stars Out In Guernsey - Part 2
6 July 2012
Guernsey is set to beat all the world’s other jurisdictions in overhauling its intellectual property regime to better protect the image rights of high-profile individuals like sports and media stars. For the first part of this feature, click here . Rights into perpetuity Elaine Gray, counsel at Carey Olsen, touches on another way in which the new law promises to boost business among Guernsey’s financial and legal professions: succession planning.
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Groundbreaking New Image Rights Legislation To Bring Stars Out In Guernsey - Part 1
5 July 2012
Guernsey is set to beat all the world’s other jurisdictions in overhauling its intellectual property regime to better protect the image rights of high-profile individuals like sports and media stars. A ground-breaking, yet relatively unknown piece of new legislation is set to put Guernsey firmly on the celebrity radar, making the island a top jurisdiction for sports, media and entertainment stars looking to protect their image rights . Several jurisdictions are said to be looking to sharpen up their intellectual property regimes to take better account of today’s celebrity-mad, advertising-driven culture.
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The "Hidden" Issue Behind An Aging Advisor Workforce
3 July 2012
The World Wealth Report 2012 highlights that although the median age of high net worth individuals is declining the same cannot be said of advisors.
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The Financial Behavior Of HNW Female Divorcees, Widows - Spectrem Report
28 June 2012
Wealth managers need to take note of the behavior of widowed and divorced women who are taking control of their finances for the first time, according to a report from Spectrem.
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News and Features
Latest News
New CEO Takes Over At National Financial Partners
Advisors Missing Opportunities By Focusing Innovation On Current Clients - Fidelity
HighTower Eyes More Expansion With Financing Round, Hires
Peapack-Gladstone Hires From Wilmington Trust For New Jersey Private Banking Office
UBS Intensifies Its Commitment To Brazil With New CEO Hire From HSBC
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
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
INTERVIEW: UBS Unites Its Wealthiest US Clients In "Safe Haven" Forums
Over the past decade UBS has organized a number of programs internationally for its most sophisticated and wealthy clients to encourage what it describes as the “cross-pollination” of ideas on a range of wealth management issues.
Eliane Chavagnon
20 May 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
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.
Harriet Davies
4 April 2013
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.
Harriet Davies
9 April 2013
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.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
