Managing the Unique Risks of Yacht Ownership
Yachting may be enjoyable to the owner, but beware fractional ownership, which can carry plenty of risk in addition to a family.
Top 6 Weirdest Tax Loopholes
A list of some of the strangest gaps in the U.S. tax code.
Managing the Risks While Renovating the House
Exposure for high-net-worth clients renovating their homes comes before, during and after the actual work. Risk #1: the general contractor.
Bill Gross: Hunker Down for Global Currency War
It was actually the U.S. that fired the first shot in a currency war whose risks investors must mitigate through conservative investments, Janus' Gross warns.
Why Risk Management Isn’t Like Car Shopping
As cheap risk modeling revolutionizes the way everyone invests, it is important to keep in mind one crucial two-word question: “So what?”
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Gold Bug Merk: The Risks of Gold
As a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
A Different Approach to Recruiting: Lincoln Financial Network
“We’re not going to go out and just recruit for purposes of recruiting,” says Chris Flint, head of Advisor & Acquisition Strategies.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...