Guiding Your Art-Loving Clients, Whether It’s a Passion or an Investment
Art collectors may love their pieces, but often they're as driven to buy by the perceived investing benefits. What’s the advisor’s role in guiding their clients?
New Hire Roundup: BlackRock Names Shedlin CFO
This week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.
For Wealthy, Cars Can Bring the Fun Back to Investing
Many high-net-worth clients are investing in a range of collectibles during this low-yield era, including collectible cars. A look at some of the prices paid, plus photos of some of those cars.
Affluent Clients Need to Match Insurance to New Risks: Fireman’s Fund
High-net-worth individuals and families often are not aware that their risk profiles have changed in ways that require them to reconsider their insurance coverage, according to Darryl Page of Fireman’s Fund Insurance Co.
Understanding Jewelry Appraisals
Appraisals of fine jewelry are not all the same.
At Morningstar Conference, a Focus on Dividend Investing
At the opening session on day two of the Morningstar Investment Conference in Chicago on Thursday, June 24, three dividend-focused mutual fund managers talked about what they called the great opportunities in dividend investing now.
Risks for the Rich
Getting your clients to talk about insurance is a little like getting them to eat their greens. Sure, they know they need it and it's...
For thousands of viewers, the latest Bourne techno-thriller may be escapist fun. But Paul Viollis probably views it as a documentary. Viollis is the CEO of...
Who Are You?
Warnings abound these days to protect your personal information--account and Social Security numbers, PIN numbers and passwords, all the bits and pieces of information that...
COVER ALL YOUR BASES
THE WEALTH MANAGEMENT RULES are always changing. But at the end of the day, it's actually more about being in the client-satisfaction industry than the...