Practical analysis for investment professionals

Private Wealth Management


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.

Four Behavioral Biases — and How to Fight Them

Behavioral finance expert Daniel Crosby says there are four types of behavioral biases.

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.

For Humans Only: Five Tips for Outstanding Customer Service

Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.

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.

Daughters: The Rising Wealth Influencers

Advisers need to focus on how to communicate with women, all kinds of women — especially the daughters of our current clients.

Growing Trends in Private Equity: Secondary Market Investing

What does the private equity secondary market look like these days? Antonella Puca, CFA, CIPM, interviews Brett Hickey of Star Mountain Capital for his take.