by Hannah Shaw Grove/Russ Alan Prince
The growing power of technology in the advisory industry
will democratize high-quality financial management.
by Caren Chesler
These people went from chasing
Wall Street paychecks
to chasing their dreams
by Anthony Greco
The legal marijuana industry is poised to light up after last year’s fall elections legalized the drug in two more states and Washington, D.C.
by Anthony Effinger
HSBC Private Wealth solutions topped a Bloomberg ranking of the richest multifamily offices
by Jerilyn Klein Bier
Divestment from fossil fuel companies
has heated up beyond the fringe.
by Jon Asmundsson
O’Conner & Associates aims to avoid market correlation by cramming 15 distinct strategies into one hedge fund.
by Peter Fleming
Advisors have opportunities to achieve meaningful basis-point
reductions for clients inside life insurance policies.
by Patrick Eoghan Murray & Edward Alan Woods
Here are some of the important steps clients can take if they fall victim to
artwork forgery.
by Frank W. Seneco & Timothy J. Desmond
The ability to deftly use qualified retirement plans is extremely valuable for business owners...
by Russ Alan Prince, Hannah Shaw Grove & Richard J. Flynn
By and large, the very wealthy establish single-family offices to ensure they receive the kind of services and personalized attention they want.
by Russ Alan Prince
A number of organizations give out private wealth industry awards, which provide value to winners in a number of ways...
by Michael S. Fischer
Attorney Carol Harrington has achieved equity partner
status in a national law industry that continues to
underrepresent women.
by Coventry Edwards-Pitt
As financial advisors, we are often asked how old a child should be before he gains access to inherited money or receives significant financial gifts.
by Russ Alan Prince
Charles Garcia uses his construction industry know-how to help wealthy clients find the right real estate deals.
by Thomas M. Kostigen
Disaster relief groups say donations often dry up well before their work is done.
by Eric Uhlfelder
Equity long/short hedge funds are not designed to be top performers,
but they can deliver consistency with downside protection.
by Anthony Effinger
Marc Andreessen says Bitcoin and other technologies will upend the
way we do business.
by Gus Altuzarra and Christopher Chase
Whole mortgage notes are a potential pathway to income should
interest rates rise.
by Russ Alan Prince, Hannah Shaw Grove & Richard J. Flynn
For many ultra-wealthy inheritors—individuals who have received or are heirs to at least $100 million in assets—philanthropy is both a personal interest and a defining characteristic.
by Karen DeMasters
Family businesses are discovering that individuals with a long investment
horizon can be a viable source of new capital.
