Portfolio Management

587 Posts

Why Do We Still Have a Retirement Crisis?

Why Do We Still Have a Retirement Crisis?

Laurence B. Siegel sat down for an interview with Barbara S. Petitt, CFA, editor of the Financial Analysts Journal to discuss the retirement crisis — the subject of the FAJ‘s 70th anniversary issue. According to Siegel, there are two things we can do collectively to address the crisis: “save more” and “support efforts to rationalize the systems of pensions and savings in whatever country we happen to live.” Read more

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Book Review: Wealth Management Unwrapped

Book Review: Wealth Management Unwrapped

On the strength of its timeliness and clarity, Wealth Management Unwrapped joins the ranks of distinguished writing on private wealth. Although the book is intended primarily for people of means and family foundations, it should be mandatory reading for wealth advisers who seek to grow their businesses while developing trusted relationships with clients. Read more

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