Lauren Foster is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work, Foster spent nearly a decade on staff at the FT as a reporter and editor based in the New York bureau. Foster holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.
Have you ever noticed that there are times when the comments section of an article is more illuminating than the article itself? Or if not more illuminating, just as interesting to read because the responses stimulate intense debate and take on a life of their own?
We hear a lot these days about “holistic” wealth management — service that goes beyond traditional investment advice — and how advisers should handle the disparate needs of their clients as part of a seamless whole. One of these needs is trust and estate planning. In all cases, it's an attorney who drafts the trust document, but that doesn't mean wealth advisers don't have a role to play.
Burgeoning wealth in the region has created new challenges for Asian families contemplating succession plans. Two Asia Pacific Investment Conference speakers, Barbara Hauser and Christian Stewart, will examine these issues in detail.
What do Homer’s Odyssey, Boombustology, and "financialese" have to do with wealth management? Quite a lot, it turns out.
The big news for watchers of the wealthy (and U.S. elections) came in late January when Mitt Romney disclosed his tax returns for 2010. Not surprisingly, the presidential wannabe’s low effective tax rate prompted uproar and provided the news media with plenty of fodder.
Do you have what it takes to be a successful financial adviser? To find the answer, the folks at MarketPsych surveyed a group of advisers. Not surprisingly, they found there was a strong correlation between a focus on client relationships and business growth.
We are just two months shy of the deadline for the SEC’s new rules on family offices, which could shake up the way the ultra wealthy manage their affairs and prompt some consolidation in the industry.
Starting a private business could put you on the path to untold riches. But it could also land you in a precarious financial position.
Think of the name Lauder and the first thing that probably comes to mind is cosmetics. But mention the family to a savvy tax and estates attorney, or a financial adviser who is adept at arranging tax-advantaged transactions, and you may be surprised to hear the words “prepaid variable forward contract.”
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