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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Nine Personalities
By Patricia J. AbramHave you ever found yourself scratching your head once a client leaves your office, thinking, "I'm pretty sure they didn't understand a word of what...
November 24, 2009
The Secret of Building a Family FoundationOne of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families.
November 04, 2009
MetLife's Joe Jordan: How To Manage Behavioral FinanceAs the economy continues to improve, advisors have one of the greatest opportunities to capture their piece of the pie. Yet it is important to remember that emotions play a significant role in the financial decision-making process.
October 07, 2009
AAA Picks President-ElectThe board of the American Academy of Actuaries has voted unanimously to elect Ken Hohman to be the group's president-elect.
October 01, 2009
Give and TakeGiving to others usually suggests that donors feel they have enough for their own needs. But as bonuses, raises, and jobs themselves have disappeared and...
October 01, 2009
Concerning Culture and ControlIn a growing advisory practice, particularly one with more than one office, span of control becomes another big challenge. Cultural breaks often occur when satellite...
September 21, 2009
Court Rejects Ruling Against AAAA U.S. District Court in Washington has turned down a request from Bruce Schobel asking it to reinstate him as president-elect of the American Academy of Actuaries.
September 08, 2009
Government Change in Japan Tempest in a Teapot?Observers don't expect massive change from party shift