RIAs Winning Asset Game, Says Citi ReportOct 15, 2008By John Churchill Are the Wall Street wirehouses ready to concede defeat at the hands of the RIA industry? A survey conducted by Citigroup and released on October 7 could be interpreted as such. ... Wealth Manager For Family OfficeOct 1, 2008By Halah Touryalai Get this: America’s über rich families are literally fighting over qualified wealth managers to help manage their millions, sometimes billions, of dollars.... Navigating IRAs With Unconventional InvestmentsSep 24, 2008By Thomas C. Foster, director of McCandlish Holton, PC in Richmond, VA Wealthy clients often ask advisors whether they should use their individual retirement accounts for unconventional investments. ... Retirement Benefits Planning, What Not to DoSep 17, 2008By Bruce D. Steiner, an attorney with Kleinberg, Kaplan, Wolff & Cohen, P.C., in New York City Helping Clients Give, Even When It Hurts (Like Now)Sep 10, 2008By Robert F. Sharpe, Jr., president, The Sharpe Group You might think that charitable giving—particularly the giving of large gifts—would wane under economic pressure. But history tells us otherwise... RIAs Still Wooing Full-Service ClientsAug 20, 2008By Christina Mucciolo It has been a cruel year for a lot of wirehouse advisors, with the sub-prime and ARS messes eroding client confidence in their firms. But times are good for registered investment adviser (RIA) firms. In fact, there is new evidence out there that RIAs may be taking clients from the wirehouses.... SRI Gets A Black Eye?Aug 6, 2008By John Churchill Socially responsible investing (SRI), however one defines it, has been getting serious traction from investors in recent years. But do you, or your clients, really know where those SRI dollars are going? It’s a question worth asking.... Your Best New Clients: Same-Sex CouplesJul 23, 2008By Halah Touryalai When California’s Supreme Court legalized same-sex marriages last month, besides making history, it may have opened doors for some financial advisors in search of a niche. That’s because the tens of thousands of same-sex couples expected to wed in the next three years will require specialized financial advice.... Structured Products: The Bright Future Of Securitization?Jul 16, 2008By Christina Mucciolo Securitization has gotten a bad reputation lately. Indeed, given the current dismal state of the CDO market, you’d think that they might taint the entire derivative, structured product marketplace. ... wealth management newslettersJul 15, 2008
How Do You Like Your Firm?Jul 9, 2008
If you work at one of the big national firms, we want to hear from you. We are now surveying our wirehouse readers for our 18th Annual Broker Report Cards. ... Green Is GrowingJul 2, 2008By John Churchill Green investing is gaining traction around the globe, according to the 2008 CapGemini/Merrill Lynch “World Wealth Report.” ... |
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