Practical analysis for investment professionals

wealth management


2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation

After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their 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.

Four Behavioral Biases — and How to Fight Them

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

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?

2018 Outlook for US Wealth Management: “The Year of the Client”

April Rudin, founder and president of The Rudin Group, spoke about the disconnect between clients and firms; the "new" client experience; and why she believes 2018 will be the “Year of the Client," in an interview with Lauren Foster.

Power of Attorney: What Every Financial Adviser Should Know

The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.

Autonomous Learning Investment Strategies (ALIS): What a Long Strange Trip It’s Been

“ALIS” stands for  “autonomous learning investment strategies.” The ALIS wave is driven by smaller funds that leverage recent advances in artificial intelligence (AI) and machine learning, the explosion in data availability, and inexpensive cloud computing to generate alpha at a fraction of the cost of traditional managers.  

Fintech: Revolutionizing Wealth Management

Fintech is revolutionizing the financial planning industry and forcing a change in how wealth is managed. The drive toward efficiency and agility in practice management benefits both clients and advisers. Marguerita Cheng, CFP, RICP, provides an overview.

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.

Book Review: Empire of the Fund

William Birdthistle provides a witty description of mutual fund design and categorizes its imperfections entertainingly, offering more palatable alternatives. This slender volume is a welcome addition to the library of the professional and retail investor alike.



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