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May/June 2015

  • Insuring The Elite

    Frank Seneco has spent decades helping high-end professionals cater to the life insurance needs of the wealthy. more

    May/June 2015

  • Rebooting Climate Philanthropy

    Private dollars devoted to climate change mitigation have been on the decline since peaking seven years ago. more

    May/June 2015

  • Islam Meets Wall Street

    The Islamic financial industry is a growing $1.8 trillion sector, but one that can be tricky for Western advisors to navigate. more

    May/June 2015

  • The Power Of Video

    Video can provide advisors with a powerful marketing medium that rivals networks such as Twitter and Vine more

    May/June 2015

  • Dealing With Divorce

    A good advisor team can lessen the sting of marital separation for the entire family, says this panel of experts. more

    May/June 2015

  • A â??No-Excuseâ?? Business

    Hedge fund manager Curtis Macnguyen strives for top performance despite a tough investing environment. more

    May/June 2015

  • Private Equity Fund Diligence

    Fund manager skill is a pivotal factor in the private equity realm, underscoring the need for exhaustive due diligence. more

    May/June 2015

Insuring The Elite

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Frank Seneco has spent decades helping high-end professionals cater to the life insurance needs of the wealthy.

Rebooting Climate Philanthropy

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Private dollars devoted to climate change mitigation have been on the decline since peaking seven years ago.

Islam Meets Wall Street

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The Islamic financial industry is a growing $1.8 trillion sector, but one that can be tricky for Western advisors to navigate.

The Power Of Video

by ,

Video can provide advisors with a powerful marketing medium that rivals networks such as Twitter and Vine

Dealing With Divorce

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A good advisor team can lessen the sting of marital separation for the entire family, says this panel of experts.

A ‘No-Excuse’ Business

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Hedge fund manager Curtis Macnguyen strives for top performance despite a tough investing environment.

Private Equity Fund Diligence

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Fund manager skill is a pivotal factor in the private equity realm, underscoring the need for exhaustive due diligence.

Sharing IPO Riches

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Two online platforms are attempting to tear down the walls that keep many investors out of the IPO market.

Mini-Hotel Titans

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With Robert De Niro among their partners, Ira Drukier and Richard Born have made billions in the emerging boutique hotel business.

The Big Four

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Fireman’s Fund sold off its high-net-worth insurance business to ACE, leaving four companies to serve the needs of rich customers.

Whitman Richest Woman Tech Tycoon

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Meg Whitman, Hewlett-Packard chief executive officer, is the richest woman in the field of technology with $1...

The ‘Field Of Dreams’ Syndrome

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I’m always astounded by the number of exceptionally bright and capable financial and legal professionals who develop inventive, ingenious strategies and products and expect them to result in a...

Editor's Note

The Renaissance Advisor

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There probably was a time when being a successful financial advisor meant you just had to be one of those “good with numbers” people.