Practical analysis for investment professionals

private wealth


Wealth Management Technology: What’s Next?

Adopting some aspects of the robo-advisers’ technology may improve workflow for traditional wealth managers and improve client retention. From micro-IPOs to new applications for big data, evolving technology has the potential to transform wealth management.

Outlook for the US Wealth Management Industry: The Predictive Analytics Era

What will 2016 look like for the US wealth management sector? We asked April Rudin, founder and president of The Rudin Group, to share her predictions and analysis.

Family Dynamics and the Advisory Process

Lisa Gray, founder and managing member of Graymatter Strategies, discusses the importance of incorporating family dynamics into the advisory process.

Book Review: Succession Planning for Financial Advisors

David Grau, Sr., provides a step-by-step guide to implementing a succession plan. The book is directed primarily at owners of independent advisory firms but should also be of considerable interest to their employees, their clients, and regulators, as well as investment professionals at larger firms who are considering the establishment of their own practices.

Ashvin B. Chhabra: Understanding Goals Is the Value Proposition

Ashvin B. Chhabra says advisers can't control market fluctuations, but they can control how goals are prioritized.

A More Personalized Approach to Private Wealth

Instead of developing a one-size-fits-all rubric or concentrating on honing their social savvy, whether interpersonally or via social media, private wealth managers might be better served by focusing on their metrics, their risk mitigation, and, especially, the development of individualized strategies designed for clients' particular situations, that take into account what they ultimately want to achieve with their wealth.

Book Review: The Stewardship of Wealth

Gregory Curtis investigates the aspects of stewardship of the wealth of prosperous families, but the book is intended not only for wealthy investors and their advisors but also for family office executives, portfolio strategists, wealth relationship managers, and even less wealthy private investors.

Better Search Methods Can Improve Hiring Outcomes

Most wealth managers’ organizational charts have very little padding. Consequently, it’s important to make good hiring decisions the first time around and to avoid the hire-fire-hire cycle, but some firms lack a methodical approach to hiring.

Book Review: Falling Short: The Coming Retirement Crisis and What to Do about It

Focusing on the defined contribution piece of the impending retirement crisis, the authors recommend several actions, including automatic enrollment in 401(k)s and the government’s shoring up Social Security. For employees, two key steps are to start saving early and to delay retirement. This book furnishes both the motivation and the know-how to help them succeed.



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