Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en Post-DOL: Time to Consider 3(21) and 3(38) Services? http://wealthmanagement.com/retirement-planning/post-dol-time-consider-321-and-338-services <div class="node-body article-body">Advisors or plan sponsors may be looking to modify their liability exposure through these types of arrangements.</div> <p><a href="http://wealthmanagement.com/retirement-planning/post-dol-time-consider-321-and-338-services" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/post-dol-time-consider-321-and-338-services#comments Retirement Planning Fri, 29 Jul 2016 18:52:00 +0000 1251621 at http://wealthmanagement.com Copyright Alex Wong, Getty Images Behind Harvard Shakeup, a Star Trading Desk That Unraveled Fast http://wealthmanagement.com/high-net-worth/behind-harvard-shakeup-star-trading-desk-unraveled-fast <div class="field-byline"> Michael McDonald and Sabrina Willmer </div> <div class="node-body article-body">Why can’t the world’s richest university, for all its brains, make smarter investments?</div> <p><a href="http://wealthmanagement.com/high-net-worth/behind-harvard-shakeup-star-trading-desk-unraveled-fast" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/behind-harvard-shakeup-star-trading-desk-unraveled-fast#comments Equities High Net Worth Fri, 29 Jul 2016 14:34:00 +0000 1251321 at http://wealthmanagement.com Songquan Deng/iStock/Thinkstock Rich Investors Fear Fortunes Will Fade While They’re Playing Golf http://wealthmanagement.com/high-net-worth/rich-investors-fear-fortunes-will-fade-while-they-re-playing-golf <div class="field-byline"> Suzanne Woolley </div> <div class="node-body article-body">Ultra high net worth investors can't find passive assets that produce enough income to let them put their portfolios on autopilot.</div> <p><a href="http://wealthmanagement.com/high-net-worth/rich-investors-fear-fortunes-will-fade-while-they-re-playing-golf" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/rich-investors-fear-fortunes-will-fade-while-they-re-playing-golf#comments Real Estate High Net Worth Asset Management Retirement Planning Fri, 29 Jul 2016 14:15:00 +0000 1251311 at http://wealthmanagement.com Ryan McVay/Photodisc/Thinkstock Credit Suisse to Create U.S. Banking Business for Billionaires http://wealthmanagement.com/high-net-worth/credit-suisse-create-us-banking-business-billionaires <div class="field-byline"> Olivia Oran </div> <div class="node-body article-body">Credit Suisse Group AG, which exited its U.S. private wealth business last year, is building out a new investment banking group in the region to serve billionaires.</div> <p><a href="http://wealthmanagement.com/high-net-worth/credit-suisse-create-us-banking-business-billionaires" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/credit-suisse-create-us-banking-business-billionaires#comments Industry High Net Worth Fri, 29 Jul 2016 11:00:00 +0000 1251221 at http://wealthmanagement.com Can Pets Boost Retirement Savings? http://wealthmanagement.com/blog/can-pets-boost-retirement-savings <div class="node-body blog-body">Cats and dogs help people save for retirement, panel discusses how financial services firms could fund cybersecurity and a judge rules bitcoin isn't real money.</div> <p><a href="http://wealthmanagement.com/blog/can-pets-boost-retirement-savings" target="_blank">read more</a></p> http://wealthmanagement.com/blog/can-pets-boost-retirement-savings#comments Industry Legal Technology Blogs Retirement Planning The Daily Brief Fri, 29 Jul 2016 10:00:00 +0000 1250601 at http://wealthmanagement.com Art of Shadow Banking: How an Auction House Got Into the Picture http://wealthmanagement.com/high-net-worth/art-shadow-banking-how-auction-house-got-picture <div class="field-byline"> Katya Kazakina </div> <div class="node-body article-body">As prices for art skyrocketed, Sotheby’s and other firms have become shadow banks, making millions of dollars of legal loans outside the regulated financial system and raising concerns that such financing could facilitate money laundering.</div> <p><a href="http://wealthmanagement.com/high-net-worth/art-shadow-banking-how-auction-house-got-picture" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/art-shadow-banking-how-auction-house-got-picture#comments High Net Worth Valuations Wealth Planning Thu, 28 Jul 2016 16:10:00 +0000 1250441 at http://wealthmanagement.com <p>Malaysian financier Jho Low received a $100 million loan to buy art from the auction house Sotheby&#39;s, which is not&nbsp;subject to the same money-laundering scrutiny by regulators.</p> Copyright Dimitrios Kambouris, Getty Images Cruising Through Retirement http://wealthmanagement.com/blog/cruising-through-retirement <div class="node-body blog-body">Cruises a housing option for retirees, Shirl Penney named to Aspen Institute fellowship and Fidelity launches new robo advisor. </div> <p><a href="http://wealthmanagement.com/blog/cruising-through-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cruising-through-retirement#comments People Technology Blogs Retirement Planning The Daily Brief Thu, 28 Jul 2016 10:00:00 +0000 1249241 at http://wealthmanagement.com Life Insurance for Small Businesses http://wealthmanagement.com/life-insurance/life-insurance-small-businesses <div class="field-byline"> sponsored by Nationwide® </div> <div class="node-body article-body">What clients need to know about how life insurance coverage can protect their businesses.</div> <p><a href="http://wealthmanagement.com/life-insurance/life-insurance-small-businesses" target="_blank">read more</a></p> http://wealthmanagement.com/life-insurance/life-insurance-small-businesses#comments Life Insurance Wed, 27 Jul 2016 20:16:00 +0000 1249411 at http://wealthmanagement.com Tidal Wave of Insurance Cash Pointed Toward Junk Bonds http://wealthmanagement.com/fixed-income/tidal-wave-insurance-cash-pointed-toward-junk-bonds <div class="field-byline"> Lisa Abramowicz </div> <div class="node-body article-body">Let's say you have billions of dollars you need to invest to make a reliable income. What do you do?</div> <p><a href="http://wealthmanagement.com/fixed-income/tidal-wave-insurance-cash-pointed-toward-junk-bonds" target="_blank">read more</a></p> http://wealthmanagement.com/fixed-income/tidal-wave-insurance-cash-pointed-toward-junk-bonds#comments Investment Insurance Fixed Income Wed, 27 Jul 2016 13:20:00 +0000 1248861 at http://wealthmanagement.com Ingram Publishing/Thinkstock Hancock at Risk as AIG CEO With Profit Squeeze Pressuring Shares http://wealthmanagement.com/industry/hancock-risk-aig-ceo-profit-squeeze-pressuring-shares <div class="field-byline"> Sonali Basak </div> <div class="node-body article-body">The clock is ticking for embattled AIG CEO Peter Hancock.</div> <p><a href="http://wealthmanagement.com/industry/hancock-risk-aig-ceo-profit-squeeze-pressuring-shares" target="_blank">read more</a></p> http://wealthmanagement.com/industry/hancock-risk-aig-ceo-profit-squeeze-pressuring-shares#comments News Industry People Insurance Wed, 27 Jul 2016 12:59:00 +0000 1248721 at http://wealthmanagement.com <p>AIG CEO Peter&nbsp;Hancock has presided over a 12 percent stock slump this year, potentially putting his job in jeopardy.</p> Copyright Justin Sullivan, Getty Images