Practical analysis for investment professionals

private wealth


Climate Change Calculus: HNWIs and Sustainable Impact Investing

HNWIs understand that there is no backup planet to invest in or build on, and their capital allocations are beginning to align with that sentiment.

Book Review: Wealth of Wisdom

The editors are to be commended for creating a genuinely valuable resource for wealth management specialists.

2020 US Wealth Management Outlook: Personalized Financial Advice

The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.

Return on Inertia (ROI): The Price of Standing Still

Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.

2019 US Wealth Management Outlook: The Old Guard and Fintech Cozy Up

The room for partnerships in 2019 extends throughout the wealth-management pipeline, says April J. Rudin.

Don’t Underestimate South Africa’s Wealth Market

"People should not underestimate the South African market or write it off due to recent disappointments," Marilize Lansdell tells April J. Rudin.

Home Equity Conversion Mortgages (HECMS): Good for Retirees?

Some researchers maintain that home equity conversion mortgages (HECMs) can improve retirees' income and financial well-being.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Filial Support Laws: “A Sleeping Giant”

US filial support laws could be a potential "sleeping giant." For those with clients who refuse to acknowledge the importance of planning for long-term health care in retirement, read on.

Top Five Articles from September: The Value Factor, Non-Retirement, Finance and Civilization

A defense of modern portfolio theory (MPT) by Nathan Erickson, CFA, CAIA, and Richard Stott; Nicolas Rabener's analysis of the value of factor investing; and an examination of the non-retirement phenomenon by Barbara Stewart, CFA, were among the leading posts from last month.



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