Family Offices Seek To Share Costs
Feb 14, 2011
Family offices are starting to appreciate the old maxim that a burden shared is a burden halved...
IMCA Helps Financial Advisors Pick Up Women
IMCA Helps Financial Advisors Pick Up Women
Feb 09, 2011
Three out of four wealthy women are looking or thinking of looking for a better financial advisor, said Susan Hirshman, a former advisor and author, who spoke at the Investment Management Consultants Association’s conference in New York Monday.
Wealth Management Firms Focusing On Client Experience
Feb 09, 2011
Relationships with clients and the experience clients have with financial advisors and their companies have, of course, always been critical to success in wealth management. But since the financial crisis, firms have been ramping up their focus on...
A Two-year Income Tax Reprieve
Feb 08, 2011
Tax-planning strategies that make the most sense in light of the changing rates
The Generation-skipping Transfer Tax
Feb 08, 2011
Time traveling with the GST tax in 2011 and beyond
No Job's Over 'til the Paperwork is Done
Feb 07, 2011
Tax benefits are a notable “side effect” of philanthropy
A View from the Audience
Feb 03, 2011
One Heckerling attendee reviews the principal themes that dominated the conference
Even The Rich Are Worrying About Retirement
Even The Rich Are Worrying About Retirement
Feb 02, 2011
A survey released by Merrill Lynch earlier this week showed increasing concern about retirement among affluent Americans with $250,000 or more in investible assets. But clients with $1 million or more in investible assets are also worried, and are...
Campden Acquires IPI; Association for Wealthy Families Goes Global
Feb 01, 2011
Acquiring IPI, which has about 1,100 members who have combined assets of approximately $50 billion, strengthens Campden’s footprint in the U.S. and adds a “ready-made membership” who can exchange information with the company&...
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