Wealthy Families Need More Than a Financial Succession Plan: They Need a Process
Originally published in Kiplinger By Sara Montgomery Wealthy families can have balance sheets as large and complex as sizable businesses. But when it comes to…
Tag Archives: wealth management
7 Traits Shared by Every Good Financial Adviser
Originally published in Kiplinger By Jaime Eckels Thanks to steady technological advances, financial advisers now come in all different shapes and sizes. Gone is the…
Online Brokers Are Pivoting To Video To Attract Younger Investors
Originally published in Benzinga By Michael Repsher Video content is picking up steam across the financial industry as online brokerages seek to move away from…
Why Client Data Is Gold
Originally published in Financial Advisor By Mark Hurley When wealth managers help clients tally up their most valuable assets, they often think of equities, bonds, real…
5 steps for a great investment committee
5 steps for a great investment committee Originally published in American City Business Journals By Mark Dixon These are the times that truly can test…
Disco, Sex And The Cybersecurity Nightmare
Originally published in Financial Advisor By Mark Hurley Remember “Disco Inferno” and “The Hustle” and the “anything goes” promiscuous lifestyle of the late ’70s? All…
What wealth managers can learn from the Wells Fargo scandal
Originally published in Financial Planning By Yvonne Kanner We’ve all heard about Wells Fargo and its “duplicate accounts” scandal, in which employees created accounts without customers’…
Suddenly, actively managed funds are sexy again
Originally published in CNBC By Debra Silversmith Passive beats active investing. It’s a mantra repeated so often it seems to be a truism. But is…
Building A Specialty Business Within A Wealth Manager
Originally published in Financial Advisor By Mark Hurley Deb Wetherby is one of the wealth management profession’s trailblazers. Charismatic and innovative, she founded Wetherby Asset Management…
The devil may be in the default option
Originally published on Pensions & Investments By Mark Dixon and Susan Shoemaker Participants in 401(k) plans often feel stymied about picking an investment mix when…