Planning
Daily News Analysis
Morgan Stanley Incorporates Health Issues Into Wealth Planning
29 May 2013
Morgan Stanley Wealth Management has partnered with private health advisory firm PinnacleCare in an arrangement that the firm says will enable financial advisors to incorporate the management of health issues into wealth planning discussions. “Healthcare is a silent concern for many of our clients until it becomes a real issue in their lives and the lives of family members . Financial advisors who can discuss such healthcare concerns with clients and offer access to real solutions offer a truly differentiated advisory service,” said Robert Seaberg, managing.
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Bay Area Wealth Firm Opens Tampa Office
12 April 2013
Rutherford Asset Planning, the independent fee-only wealth management firm, has opened its doors in Tampa, FL. Keith Amburgey, who has been at the firm since 2009, has relocated from New York to head up the new office . He joined the firm after working for 16 years within Morgan Stanley’s institutional securities division.
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New Financial Planning Tool Identifies Clients' Psychological Money Profile
21 February 2013
Mindful Asset Programs has launched a financial assessment tool called “motivated asset pattern,” designed to help financial planners determine their clients’ psychological profiles. The assessment tool is based on psychological and neuroscience principles and will help financial planners discover what motivates their clients about finances, the firm said . Specifically, it aims to give planners insights into clients’ motivations on factors such as prestige, spontaneity, peace, simplicity, virtue, security, control and growth.
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National Planning Holdings Offers Advisors Succession Planning Support
13 February 2013
National Planning Holdings has partnered with FP Transitions to deliver practice management and succession planning support to its independent advisors. FP Transitions’ equity management system will be integrated into the support platforms of the broker-dealers in the NPH network: INVEST Financial, National Planning Corporation, Investment Centers of America and SII Investments . The system provides planning tools for advisors who are ready to retire, as well as those whose retirement is further on the horizon.
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Cayman Islands Said To Be Planning More Transparent Regime
18 January 2013
The Cayman Islands is to open up companies and hedge funds domiciled in the jurisdiction, increasing transparency and disclosure. The move drew praise from Carne, the fund governance specialist, saying such proposals represented a “significant step forward” by the British overseas jurisdiction . CIMA, the jurisdiction’s monetary authority, has sent proposals to Cayman-based hedge funds, the Financial Times reported.
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Features
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
13 May 2013
Here, top executives at Citi Private Bank explain how the bank’s “Voice of the Client” initiative has rapidly gained traction among both staff and clients.
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EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
25 March 2013
Relevancy, transparency and ease of use emerged as goals for wealth management firms to strive for in delivering client-centric communications at a recent event of industry leaders held in New York.
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EXCLUSIVE: War For World-Beating Advisor App Still To Be Won
14 March 2013
Tech vendors still have everything to play for when it comes to revolutionizing advisor-client interactions, new research from MyPrivateBanking has revealed.
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Executive Search Firms See Continued Jobs Ferment In North America Market
8 February 2013
This publication recently spoke to a number of wealth management executive search firms about their views about trends in the industry and issues to watch this year.
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INTERVIEW: Fidelity's Stance On What UHNW Clients Really Want
30 January 2013
As scores of industry players attempt to capitalize on the multi-family office market, one firm which has grown from zero to $13 billion assets under administration in two years recently told Family Wealth Report that it is looking beyond investment services.
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News and Features
Latest News
Survey Highlights "Changing Face Of Wealth" In The US
Guest Comment: Marketing Closer Or Poser? How To Identify The First And Avoid The Second
JP Morgan Spins Off Private Equity Unit
Wells Fargo Expands Advisor Workforce With Nine Private Client Hires
Cayman Islands Pledges Further Global Cooperation, Transparency After UK Meeting
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: HNW, Inc CEO On The Blurry Area Of Social Media And Compliance
Social media shouldn’t be perceived as an “impossible to solve,” says Stacey Haefele, chief executive at HNW, Inc.
Eliane Chavagnon
17 June 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
