May 23, 2012
By Diana Britton
The “mother of all lame duck sessions” will bring volatility to the markets, opportunity for advisors....
May 9, 2012
By David Thayne Leibell
How to help smooth leadership transitions...
Apr 25, 2012
By Kevin McKinley
Any advisor worth his or her proverbial salt is familiar with reverse mortgages, and how the unique arrangements can allow house-rich but cash-poor seniors to afford to remain in their primary residences. ...
Apr 18, 2012
By Kevin McKinley
Seniors can buy a new home with a large initial deposit, but no future mortgage payment....
Apr 4, 2012
By Charles Paikert
New studies turn up some surprising locales as the best cities to set up a wealth management practice. ...
Mar 28, 2012
By Charles Paikert
It’s no secret that in the wirehouse world, branch office managers aren’t getting the respect or authority they once enjoyed. ...
Mar 14, 2012
By Charles Paikert
Envestnet President Bill Crager talks about the recent string of rapid acquisitions among outsource service providers, the appeal of the high net worth space and how Unified Managed Accounts are poised to change the industry....
Mar 7, 2012
By Charles Paikert
Bruised by the financial crisis and continued low-interest rates, community banks are taking another look at wealth management to bolster their business. Can they make it work this time? ...
Feb 29, 2012
By Charles Paikert
Family offices received an unpleasant and unexpected surprise earlier this month – they are now going to have to register their commodity and futures trades. It will be an onerous, and potentially costly, process, many say. ...
Feb 22, 2012
By Charles Paikert
Aspiriant found a successful niche serving recent affluent immigrants, and now wants to bring wealth management services directly to Asia. But does an Independent shop stand a chance against global firms?...
Feb 15, 2012
By Matt Oechsli
Elite advisors have turned mapping their affluent clients’ social network into an art form....
Feb 8, 2012
By Charles Paikert
In post-recession America, greed is out. Clients are more open to thinking about values along with profits. So it’s not a surprise that so-called “socially responsible investing (SRI)” funds have grown at a faster rate than assets in the broader market, according to the latest study by the Social Investment Forum. ...
