January/February

  • Feeling Rich Again

    Businesses that cater to the wealthy say they have detected a thaw in the high-net-worth spending freeze of the past several years. more

    January/February
  • Encore-Worthy Returns

    High-net-worth clients with a love of plays and musicals may want to consider an investment with the potential for truly star-studded returns:the Great White Way. more

    January/February
  • Hedging For Stability

    Hedging strategies are invaluable for eliminating the peaks and valleys from an investment portfolio. more

    January/February
  • Lose The E-Mails

    The only way advisors can assess the personal insurance needs of their high-net-worth clients is by stepping into their world. more

    January/February
  • High-Growth Health Care

    By taking on most of the risk in his medical private equity fund, Miguel Fernandez says he can focus on quality deals. more

    January/February
  • Single Malt, Many Paybacks

    Collectible whiskies-particularly single-malt scotch-have been fetching high prices. Is this a fad or a legitimate alternative investment? more

    January/February
  • Insuring Retirement

    High-net-worth retirees who fail to properly insure their personal assets put their entire retirement plan at risk. more

Feeling Rich Again

by Caren Chesler

Businesses that cater to the wealthy say they have detected a thaw in the high-net-worth spending freeze of the past several years.

Encore-Worthy Returns

by Leila B. Boulton

High-net-worth clients with a love of plays and musicals may want to consider an investment with the potential for truly star-studded returns:the Great White Way.

Hedging For Stability

by Emmett Maguire III

Hedging strategies are invaluable for eliminating the peaks and valleys from an investment portfolio.

Lose The E-Mails

by Tim Radcliff

The only way advisors can assess the personal insurance needs of their high-net-worth clients is by stepping into their world.

High-Growth Health Care

by Michael S. Fischer

By taking on most of the risk in his medical private equity fund, Miguel Fernandez says he can focus on quality deals.

Single Malt, Many Paybacks

by Jeff Schlegel

Collectible whiskies-particularly single-malt scotch-have been fetching high prices. Is this a fad or a legitimate alternative investment?

Insuring Retirement

by David Spencer

High-net-worth retirees who fail to properly insure their personal assets put their entire retirement plan at risk.

Poised To Buy

by Katya Kazakina and Scott Reyburn

Art buyers are closely watching the insider-trading probe of Steven A. Cohen, the hedge-fund billionaire who is one of the world’s biggest art collectors.

Death In The Digital Age

by Kenneth P. Brier and Julia A. Rossetti

As society moves away from paper documents, estate planners have to make sure their clients’ digital records are safe and accessible.

Planning A Clean Separation

by Michael J. Desmond

Advanced Planning

Making Money In A Melting Economy

by Russ Alan Prince

After The Facts

Institutional Investors Beware

by Tiya Lim

Hedge funds and institutional investors can be a bad mix when fees and liquidity issues are considered.

Editor's Note

Taking The Road Less Traveled

by Hannah Shaw Grove

Over the past few months I’ve had the privilege of traveling around the U.S. to meet with many different kinds of advisory professionals...

News

Asset Manager Salaries To Increase Modestly, Study Says

David Geffen, the billionaire entertainment executive, will donate $100 million to the University of California, Los Angeles, to help medical students graduate without debt.