By turns invaluable and disappointing (and over-priced), “Freedom from Wealth: The Experience and Strategies to Help Protect and Grow Private Wealth” ( McGraw Hill, $50) is undoubtedly the big book of the season in t...
In theory, working with professional athletes sounds like a wealth manager’s dream come true. The players are famous, have a lot of money and usually need a lot of help. But be careful what you wish for, say veteran...
Kristi Kuechler, the former president of the Institute for Private Investors and a high-profile figure in the ultra-high-net-worth world, has been named a partner and managing director at Lattice Strategies, a San...
The Internet is freewheeling “ether,” where, it seems, anyone can say anything about anyone or anything. Wealth managers are becoming increasingly concerned about how to effectively manage their valuable, but...
Every wealth management firm needs new business. Conventional wisdom says the most effective way to get new business is referrals from satisfied clients. But some firms, ranging from large national financial service...
The private equity push into wealth management continued yesterday as Los Angeles-based Westmount Asset Management closed on its investment in Rosemont Investment Partners. Terms of the financing were undisclosed, but...
