Practical analysis for investment professionals

private wealth

Health Care Is Critical to Wealth Care

Carolyn McClanahan believes that financial planners need to help clients figure out their long-term goals rather than focusing on investments alone. She finds that many financial planners avoid discussing health with their clients despite its significant implications.

Book Review: The Econometrics of Individual Risk

In this reissued book, the authors explore credit risk from four distinct quantitative perspectives — the occurrence, frequency, timing, and severity of a loss — and focus on the core econometric techniques for measuring each aspect. Given the industry failings associated with the recent global financial crisis, it is more important than ever for financial analysts to understand the mechanics of quantitative risk tools.

A Hard Lesson from Brexit: Managing Currency Risk

The protection of global purchasing power in the wake of Brexit underscores the need to replace the use of a single reference currency with the introduction of a suitable currency basket, says Giuseppe Ballocchi, CFA.

Weekend Reads from India: Zeno’s Paradox, Rolls-Royce, and Qualified Advisers

Market upheavals like the current Brexit-induced tremors highlight the important role investment advisers play in helping clients avoid making counterproductive decisions, writes Shreenivas Kunte, CFA, in this week's edition of Weekend Reads.

Josh Brown on the Fiduciary Standard and Fintech

"Investors should understand what they’re invested in. There should be zero conflict," says Josh Brown, CEO of Ritholtz Wealth Management.

Wealth Management: Bringing in More Women

Cheryl Nash, president of Investment Services for Fiserv, is working to correct the gender imbalance in finance. She recently spoke to April J. Rudin about the initiatives she's involved with and what her own experience has taught her about the value women can bring to the industry.

How Financial Advisers Can Appeal to NextGens

Financial advisers who fail to understand and act on the behaviors and demands of young high-net-worth individuals (HNWIs) may be unprepared for the long-term shifts in client attitudes that are on the horizon. To help financial advisers plan for this shift, Enterprising Investor interviewed David Wilson, of Capgemini Financial Services and founder of, for his personal views on how advisers can appeal to NextGens.

Social Media: The Cornerstone of Financial Firms in the 21st Century

"It has never been more important to be able to differentiate yourself as a financial adviser than it is right now," Josh Brown, CEO of Ritholtz Wealth Management, explained. "And social is how we do it. It’s how anyone can do it if they want to put in the time and the effort."

Linking Health Care Discussions with Wealth Care Results

Advisers should be aware of their clients’ health, talk with them about it regularly, and integrate what they have learned into a more comprehensive and effective financial plan.

A Greater Misuse of Charitable Donations Than Fraud?

It is easy to be outraged at the alleged fraudulent activity of charities like the National Children’s Leukemia Foundation. However, the easiest way to improve charitable giving is for donors to do their research and target their donations to where they will do the most good.

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