The Pagnato-Karp Group has traded what its principals viewed as an
outdated, captive wirehouse model they worked with
for many years while providing family office services at Merrill Lynch,
for...
The Latin word acuitas means insight, sharpness,
perception-qualities that two long-time Russell Investments veterans
hope are reflected in the eponymous investment management firm they recently...
Lawmakers and Wall Street aren't the only ones worried about the U.S.
debt crisis...
Up until 2008 the very rich lived a very "Gatsbyesque life," said
Christopher Falkenberg, president of Insite Security, but a survey
conducted by his company shows them to be so pessimistic about...
A lot of investors lost their shirts during the dot...
An overwhelming majority of full-service investment firm clients don't
know the difference between a suitability standard and a fiduciary
standard, or have trouble defining them, a recent study...
The ranks of the rich are growing and the already-rich are getting
richer, last year topping pre-recession levels and in some cases
shifting wealth dominance from one region to another, according...
by Cort Smith
Mounting interest in alternative investments from single-family offices has prompted more investment management firms to market themselves as family office providers.
Discipline, said to be the bridge between goals and accomplishment, is
one thing that some of the very rich lack and their money can't buy,
according to a new survey in which the wealthy see...
Trust has long been the cornerstone of the advisor-client relationship, but a new study shows it's time for some strategic rebuilding and a closer look at the way advisors work and communicate with...
A new utility from Chapman Freeborn Airchartering lets travelers book a private jet with a few flicks of a finger.
Achieving objectivity and placing client needs first should, in theory, not be a very difficult thing for advisors to do. But apparently it is, according to a new study.
As the number of humans living in poverty has fallen-a recent Brookings
Institution report reveals that between 2005 and 2010, nearly half a
billion people escaped extreme hardship while the...
China's class of wealthy investors is huge and exploding, with investors who are savvy shoppers of wealth management products and services, according to a new study.
The mistrust and uncertainty investors have experienced since the recent
financial crisis extends beyond markets, regulators and ratings
agencies, right down to the people they once believed in...
A new hedge fund from Baswood Capital is looking to cash in on an expected wave of recapitalization and consolidation in the financial services sector.
India is still grappling with extreme poverty, but on the other end of the spectrum, a wealthy class is emerging that could represent opportunities for U.S. advisors, according to a new report.
The super-rich are "a generally dissatisfied lot," whose riches
(averaging $78 million) have contributed to "deep anxieties involving
love, work, and family," according to a recent study.
The nation's longest recession since World War II may have eased, but
it's hard to tell by looking at sectors like America's nonprofits, which
are expecting 2011 to be another rough year both for...
