Practical analysis for investment professionals

private wealth


Women and Wealth: Why Financial Advisers Need to Work (Much) Harder to Close the Gender Gap

Women in the United States alone control $8 trillion in investable assets and are expected to control $22 trillion by 2020, according to TD Ameritrade Institutional. Yet they remain underserved and oftentimes ignored by financial advisers.

Five Ways Financial Advisors Can Better Serve Clients with Chronic Illnesses

An estimated 130 million individuals in the United States alone have at least one chronic illness (including conditions such as Alzheimer's, Parkinson's, and multiple sclerosis). Given the magnitude of the problem, it is almost assured that many of your clients, or their loved ones, have a chronic illness.

Silver Medal or Bronze? Understanding Pride, Regret, and Counterfactual Thinking

Due to a phenomenon known as counterfactual thinking, silver medalists are often less happy than Olympians who capture the bronze. Studies show that counterfactual thinking can also influence how finance professionals pick stocks.

Take 15: Key Principles for Successful Private Client Investing (Video)

Dean A. Junkans, CFA, discusses the most interesting and most surprising results of a recent survey of 500 individual investors. He also explains three of his seven principles for private client investing and offers an example of a new investor paradigm.

Take 15: The State of Lie Detection in Finance (Video)

Dr. Maria Hartwig, a deception and lying behavior expert, discusses the state of lie detection in finance. She also reviews important lie detection research and what the future holds for lie detection in finance.

2012 World Wealth Report: Passion Investments Gain in Popularity

According to the 2012 "World Wealth Report," so-called "investments of passion," including art, jewelry, and memorabilia, attracted interest as substitute investments in 2011, especially among the emerging-market crowd.

Intentionally Defective Grantor Trusts: Popular Strategy in the Crosshairs

If President Obama's proposed budget for 2013 makes it through Congress, there are only a few months to go before a popular trust strategy — the sale of an asset to an intentionally defective grantor trust, or IDGT — may be eliminated.

The Seven Transferable Lessons of Luxury: What Prestige Brands Can Teach Private Wealth Managers

We all know there is a link between wealth and luxury. But are there any actual business lessons that wealth managers can take from the luxury sector? The short answer is yes.

Private Wealth Roundup: Twitter Advice for Goldman Sachs, Why Start-Ups Fail

Here are some interesting (and fun) reads for wealth advisors.

Behavioral Finance

Nic Colas, of ConvergEx, says “risk on, risk off” might be the most essential hallmark of the current market, but just focusing on the day-to-day… READ MORE ›

Why Clients and Fund Managers Behave Badly (Hint: It’s About More than Character)

Are wealthy individuals more apt to lie, cheat and break the law? According to a recent paper, the answer is: Yes!



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