by Hannah Shaw Grove
Advisors reveal how they use philanthropic services to help clients leave their mark on the world.
by Eric Uhlfelder
Distressed-focused managers are outshining their hedge fund peers by finding value in places where others fear to tread.
by Thomas M. Kostigen
AssetMark’s Ron Cordes explains how he’s come to view impact investing as a union of money and meaning.
by Raymond Fazzi
As the wealthy travel to remote corners of the globe, security experts fear they’re failing to take safety precautions.
by Robert C. Elliott
Wealth managers that adopt a client-centric philosophy reap long-term
benefits for clients, shareholders and employees.
by Dawn Kopecki/Bloomberg News
Mary Callahan Erdoes has become a major
player at JPMorgan as head of its $2.2 trillion asset
management unit.
by Nancy E. Dempze and Michael J. Puzo
Now that federal estate planning taxes have stabilized,
advisors need to solidify their clients’ wealth transfer plans.
by Eric Reiner
M Financial has grown its ultra-affluent life insurance business since
the 2008 crash by anticipating demand.
by Jim Duggan
Family wealth can erode as it gets passed on to
each generation, but not if advisors take proper
precautions.
by Scott Walchek
The day is coming
when a collector’s
art concierge will be
the smartphone
in his pocket.
by Joe Perone
Hedge fund managers,
entrepreneurs and other wealthy adventure
seekers are adding
submarines to their
toy collections.
by Russ Alan Prince
Let’s presume you want to do more business with wealthier private clients. To start building your high-caliber clientele, you will need access.
by Russ Alan Prince
There are more single-family offices than ever before and on average they’re controlling larger pools of assets.
by PW Staff
“Death is no longer a deterrent to having children,” Sharon Klein, managing director of family office services and wealth strategies at Wilmington Trust, quipped during a panel discussion in New...
