White Papers http://wealthmanagement.com/taxonomy/term/6598/more en The New Geography of Investing Approach to Portfolio Construction http://wealthmanagement.com/white-papers/new-geography-investing-approach-portfolio-construction <div class="node-body article-body">Today’s investment environment requires a truly global perspective, a vision that takes into account the changing nature of the world’s economies and markets. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/new-geography-investing-approach-portfolio-construction" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/new-geography-investing-approach-portfolio-construction#comments White Papers Fri, 28 Mar 2014 18:58:00 +0000 525231 at http://wealthmanagement.com IMCA Master’s Interview: Dean LeBaron - Pioneer of Indexing http://wealthmanagement.com/white-papers/imca-master-s-interview-dean-lebaron-pioneer-indexing <div class="node-body article-body">Dean LeBaron, adventure capitalist and pioneer of indexing as an investment strategy, is interviewed as part of the Master’s Series. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/imca-master-s-interview-dean-lebaron-pioneer-indexing" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/imca-master-s-interview-dean-lebaron-pioneer-indexing#comments White Papers Fri, 28 Mar 2014 18:49:00 +0000 525221 at http://wealthmanagement.com Wealth at Risk: How High Net Worth Families Overpay to Be Underinsured http://wealthmanagement.com/white-papers/wealth-risk-how-high-net-worth-families-overpay-be-underinsured <div class="node-body article-body">By failing to update their personal insurance program to reflect the wealth they have built, many high net worth families have insurance policies full of wasteful spending and dangerous gaps in coverage. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/wealth-risk-how-high-net-worth-families-overpay-be-underinsured" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/wealth-risk-how-high-net-worth-families-overpay-be-underinsured#comments White Papers Fri, 28 Mar 2014 17:40:00 +0000 525171 at http://wealthmanagement.com Glide Path Within a Glide Path http://wealthmanagement.com/white-papers/glide-path-within-glide-path <div class="node-body article-body">American Funds believes that a target date series should feature not only a gradual reduction in equities over time, but also a gradual shift in the nature of that equity exposure. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/glide-path-within-glide-path" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/glide-path-within-glide-path#comments White Papers Mon, 03 Feb 2014 19:46:00 +0000 485791 at http://wealthmanagement.com Focus On: Wealth Management/Wealth Transfer/Taxation http://wealthmanagement.com/white-papers/focus-wealth-managementwealth-transfertaxation <div class="node-body article-body">These articles are a sample of the content found in IMCA’s Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentials, conferences, membership, and publications. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/focus-wealth-managementwealth-transfertaxation" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/focus-wealth-managementwealth-transfertaxation#comments White Papers Fri, 24 Jan 2014 16:39:00 +0000 479731 at http://wealthmanagement.com Closing More Business with Executive Women http://wealthmanagement.com/white-papers/closing-more-business-executive-women <div class="node-body article-body">More women are building wealth by joining the executive ranks and starting businesses. We believe advisors may find success in targeting and closing women executives by adopting customized approaches based on behavioral characteristics</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/closing-more-business-executive-women" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/closing-more-business-executive-women#comments White Papers Tue, 10 Dec 2013 15:36:00 +0000 450721 at http://wealthmanagement.com Aging: The Most Important Conversation You’re NOT Having With Your Clients http://wealthmanagement.com/white-papers/aging-most-important-conversation-you-re-not-having-your-clients <div class="node-body article-body">This comprehensive brochure (with embedded worksheets) will help you take your financial planning conversations to the next level. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/aging-most-important-conversation-you-re-not-having-your-clients" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/aging-most-important-conversation-you-re-not-having-your-clients#comments White Papers Mon, 09 Dec 2013 20:54:00 +0000 432541 at http://wealthmanagement.com Gender Equality as an Investment Concept http://wealthmanagement.com/white-papers/gender-equality-investment-concept <div class="node-body article-body">Among the many contributions that women can make to a company, it turns out that share price may be the most significant. It is becoming increasingly evident that gender equality and women’s empowerment can be understood as investment concepts. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/gender-equality-investment-concept" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/gender-equality-investment-concept#comments White Papers Mon, 11 Nov 2013 19:15:00 +0000 429141 at http://wealthmanagement.com Perspectives: Quenching the World's Thirst for Water http://wealthmanagement.com/white-papers/perspectives-quenching-worlds-thirst-water <div class="node-body article-body">As demand for water grows and the finite supply of this crucial resource dwindles, investors will face tough new questions about sustainability and which companies are best positioned to address the future. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/perspectives-quenching-worlds-thirst-water" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/perspectives-quenching-worlds-thirst-water#comments White Papers Tue, 29 Oct 2013 17:54:00 +0000 420291 at http://wealthmanagement.com The Unique Potential Benefits of a 529 Plan http://wealthmanagement.com/white-papers/unique-potential-benefits-529-plan <div class="node-body article-body">529 College Savings Plans let you easily change your investment options and beneficiaries within the plan you choose, and give you and your clients a variety of funding options. Additionally, assets in a 529 College Savings Plan do not count as part of your taxable estate if you are the account holder. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/unique-potential-benefits-529-plan" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/unique-potential-benefits-529-plan#comments White Papers Tue, 29 Oct 2013 15:16:00 +0000 420121 at http://wealthmanagement.com