Practical analysis for investment professionals

private wealth


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.

Planning for a Non-Retirement

Much of financial planning focuses on retirement. But what if your client isn’t planning to retire? Barbara Stewart, CFA, explores the question.

Weekend Reads from India: Mental Accounts and an Exploding Middle Class

Retail investors, with their varied illusions about wealth, are the weakest link in the financial services ecosystem, Shreenivas Kunte, CFA, observes.



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