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Scenes from the 10th Annual WealthManagement.com Industry Awards

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Fifteen of the Best Investment Books of All Time

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David H. Lenok

Senior Editor

David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.

David’s Recent activity

Proactive Charitable Counseling Can Grow and Retain AUM

Apr 22, 2017

Encouraging your clients to give their money away can actually lead to them giving you more of it to manage.

How Much Financial Info About Michael Jackson Should Be Public?

Apr 19, 2017

How should courts handle the revelation of certain details about celebrity estates?

HNW Millennials Are Hungry For Advice... From Humans

Apr 13, 2017

Many millennials are entrusted with high-level roles within their family offices. They need help.

From the NBA to CFP

Apr 10, 2017

Chris Dudley’s experience as a professional athlete grants him a unique perspective on the issues facing high-profile individuals.

To Defer or Not To Defer—How About Both?

Apr 07, 2017

Investors hedge their retirement bets by diversifying investments in both pre-tax and post-tax accounts.

The 11 Most Valuable Pieces Of Baseball Memorabilia Ever Sold

Mar 31, 2017

Baseball artifacts dominate the sports memorabilia world.

Clearing the Deck For ESG Integration

Mar 27, 2017

Advisors are running out of excuses to avoid environmental, social and governance investing.

The 10 Most Expensive Cities in the World in 2017

Mar 21, 2017

Think New York City is expensive? Try living in Asia.

Beware Portfolio Risks in Bonus Season

Mar 16, 2017

The risk of too much exposure to the future fortune of a client's company comes from more than just owning common stock.

The 10 Most Valuable Comic Books Sold at Auction

Mar 10, 2017

Hugh Jackman’s farewell to Wolverine, Logan, opened with almost $90 million. It's box office success and rave reviews are proof that comic books are increasingly appreciated for both their artistic...

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