| September 2014 | |
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Wealth at Risk: How High Net Worth Families Overpay to Be Underinsured |
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Description of Asset: By failing to update their personal insurance program to reflect the wealth they have built, many high net worth families have insurance policies full of wasteful spending and dangerous gaps in coverage. This white paper from ACE Private Risk Services identifies the key areas of overspending and underinsuring based on a survey of more than 600 insurance advisors. It shows how families can take advantage of savings opportunities and strengthen coverage to achieve more effective protection, often without a significant increase in premiums. |
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| September 2014 | |
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FactSet Wealth Workstation: One Solution. A Wealth of Possibilities |
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Today’s market environment requires wealth managers to stay on top of changing regulatory procedures and increasingly particular client preferences. Additionally, redundant systems, unreliable data, inflexible reporting, and unresponsive product support are all threats to your process. As the competition grows, advisors who have a reliable data and analytics will be the ones who outperform. Explore the stories of two successful wealth management firms to learn how they stepped up their portfolio analytics, consolidated services to cut costs, and expanded mobile access with a single solution. |
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