Increasingly, it is recognized that defined benefit plans are not sustainable, and traditional defined contribution schemes are not properly designed to meet core retirement goals of most individuals. Nobel Laureate Robert C. Merton conducted a live webinar for CFA Institute … Read more
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As a financial adviser, have you ever stopped to think about whether your wealth management firm operates as a business or a practice? Or whether it even matters — to clients and/or prospective buyers? To learn the answers to these questions and more, I spoke with Brian Lauzon, CFA, managing principal of AdvisorAssist, a consulting firm that supports the compliance and business planning activities of both new and existing advisory firms. Read more
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Lawsuits involving estates and trusts are on the rise. Here are 10 tips for trustees to bear in mind to avoid litigation. Read more
Leave a CommentSebastian Dovey explains the importance of a deeper understanding of the client, the implications of the digital revolution, the cross-cultural influences on client profile, and how these dynamics will shape the future of the wealth management industry. Read more
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Which influential investors should diligent equity investors follow? Should you be following anybody? Read more
Leave a CommentWillis Sparks discussed whether we are likely to see more market-moving turmoil in the US, Europe, and the Arab world over the next decade and why geopolitics is increasingly becoming a factor in investment decisions. Read more
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Our ten most-popular articles from the past year include coverage of the ever-unfolding European sovereign debt crisis, how the election cycle affects the markets, and Warren Buffett’s secret sauce. Read more
Leave a CommentWe’ve all heard the saying that those who fail to learn from history are doomed to repeat it. So what are some of the key lessons financial advisers can learn from the crisis? Read more
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As surprising as this may seem, there was more to the business news cycle over the past few days than all the to-ing and fro-ing over the fiscal cliff. Here are some of the articles I found interesting — and sometimes offbeat — in case you missed them. Read more
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Money and stress often go hand-in-hand, and advisers are often called upon to help couples and families navigate the thorny emotions surrounding personal finances and wealth transfer Read more
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