private wealth
In the current environment, many financial professionals will need to manage their own stress along with their stressed-out clients.
Investment adviser and former CFA Society Louisiana president Blair duQuesnay, CFA, warns that wealth managers who aren't connecting with the clients of the future are already behind the curve.
An adviser’s ability to help a client through times of grief can be the most meaningful part of their relationship.
Randy Cass, CFA, thinks that the legacy of robo advisors will mean dramatic changes for the investment industry’s future.
When did your financial adviser last ask you about your dreams? Or how about your nightmares?
Understanding client goals is the key to effective wealth management, according to Jean Brunel, CFA. In times of unexpected market chaos, that understanding becomes even more important.
A panel of seasoned wealth management professionals fleshed out a pressing question: How can private wealth managers better serve their investors?
According to Khaled Sifri of Emirates Investment Bank, MENA's new private wealth client is an entrepreneur versed in company growth and attuned to investment banking deals.
How can wealth managers adapt their value proposition and business models to meet the needs of a new generation of clients?
Ashvin Chhabra, chief investment officer at the Institute for Advanced Study, outlined the central tenets of his Wealth Allocation Framework, which builds on Modern Portfolio Theory and behavioral finance.