Practical analysis for investment professionals

Private Wealth Management


2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

The US Tax Outlook: Changing States?

As 2020 winds down, many tax- and residency-related matters are coming to the fore. How should you tackle them with clients?

Six Reasons to Start Your Own Investment Management Firm and Six Factors to Consider before You Do

Starting your own firm will not be easy. So keep these considerations in mind before you make the leap.

A Guide to Donor-Advised Funds: Five Factors

What are the basic features of donor-advised funds (DAFs) and what are the considerations in the asset allocation decision for a given donor?

Book Review: Wealth of Wisdom

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

Applying AI and Big Data in Investing: Four FAQs

The AI Pioneers in Investment Management report has inspired some compelling questions — and answers.

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.

Suddenly Single: How to Plan with Female Clients

We all start out single and most women, whether they marry or not, will end up that way. Barbara Stewart, CFA, considers the implications.

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

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.



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