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Wealth Management

Intelligent Investor Series: When Frozen Assets Are a Good Thing

Steven Abernathy | Posted 05.06.2014 | Fifty
Steven Abernathy

The phrase "frozen assets" is one that strikes fear into the heart of many a wealthy citizen. Yet, for investors interested in protecting and passing on their wealth, there is a way to re-appropriate the concept of "frozen assets" in a beneficial and advantageous way.

A Surprising Spin on a Bad January

Dan Solin | Posted 04.20.2014 | Business
Dan Solin

If you are really concerned about the performance of the global markets in January, you should not have any exposure to stocks.

How to Select a Financial Advisor

MyBankTracker | Posted 03.05.2014 | Money

Selecting a financial advisor is a critical step to managing money, whether it's for retirement, handling an estate or inheritance, planning for large future purchases such as investments, or a combination of factors.

Another Magic Mountain

Matthias Paul Kuhlmey | Posted 02.04.2014 | Business
Matthias Paul Kuhlmey

The higher we climb mountains of debt, the thinner the air will get. Financial markets, after five years of stellar performance, appear to trade closer to this 'out-of-breath constellation,' and caution may be warranted before resuming the ascent.

NextGen Investment Advisory Firms--Go Tech Or Go Home!

April Rudin | Posted 11.17.2013 | Technology
April Rudin

Every day, I roll up my sleeves with the goal of helping (even a teeny bit) move an entire industry from the stone age to the space age. So I thought it wouldn't hurt spending a little time seeing and hearing what a group of financial services "techies" thinks about technology and the future.

Intelligent Investor Series: Six Essential Questions to Ask Your Money Manager

Steven Abernathy | Posted 10.21.2013 | Business
Steven Abernathy

While following a suitability standard instead of fiduciary standard may be within the scope of the law, wouldn't it be better to work with people, who are, unquestioningly, working to serve your interests and not sell you products or make money off the transactions in your accounts?

From a Silver Spoon to a Mobile Platform -- Transitioning to the Next Gen Wealthy

April Rudin | Posted 10.19.2013 | Impact
April Rudin

It's not news that there is a stark contrast between baby boomers and the next gen. Nor should my readers be surprised that wealth platforms across the globe are seeking to attract these younger wealth holders who, as I noted in my last post, are seeking to "do good while doing well."

What If Mom and Dad Outlive Their Money?

Jordan Waxman | Posted 10.13.2013 | Business
Jordan Waxman

The overarching solution for portfolio management is to source income from different places and to have enough liquidity in the portfolio to cover expenses. However, the optimal solution is to start planning at an earlier age and create larger and larger "pension funds."

I Have A Dream--Wall St And Social/Digital Media Become Facebook Friends

April Rudin | Posted 07.22.2013 | Business
April Rudin

We cannot lose sight of the reason for compliance and the "spirit" in which it exists. But we need to recognize that we need a new way to maintain the regulatory spirit and discard those ideas that are no longer relevant in a world of Facebook, Twitter, LinkedIn, blogging, social media, posts, 'likes', endorsements, comments and opinions, all of which appear in real-time.

The Ironman Model for Investors

Jordan Waxman | Posted 07.03.2013 | Business
Jordan Waxman

Today's holistic advisor is an elite athlete, coach and general manager combined. But the most important element of the advisor-client connection is that it is a mutually beneficial relationship of trust.

The Sovereign Wealth Trust Fund: The Walking Stick on the Pilgrimage to Sustainable Growth

Bettina Strickler | Posted 04.27.2013 | College
Bettina Strickler

Many countries blessed with natural resources have failed to convert those resources into tangible development. The sovereign wealth trust fund makes for sound revenue management and puts the interests of the people first.

Pure Foolishness

John G. Taft | Posted 02.04.2013 | Business
John G. Taft

What does Olen conclude we should do? "We need to talk about our money." Not our personal financial situations, mind you, but our collective money. Whatever that means.

The Intelligent Investor Series: How Do I Keep More Money in My Own Pockets? A True or False Quiz

Steven Abernathy | Posted 02.06.2013 | Business
Steven Abernathy

If less than 1 percent of all advisers are legally obligated to hold your interests above their own, do you feel confident that your financial advisers are looking out for you?

Why The Super-Rich Are Freaking Out About The Fiscal Cliff

Reuters | Posted 03.09.2013 | Business

(Repeating Jan 4 story to additional subscribers) * Some higher-income earners may seek to defer income * Greater clarit...

Thanks for the Business, Goldman Sachs

David Geller | Posted 12.26.2012 | Business
David Geller

Lost trust in Goldman does not crash the market, but it certainly forces investors to be a little more hesitant. Capitalism is extremely efficient, but it is a system built on trust.

The Big Flaw in Your 401(k) Plan

Dan Solin | Posted 11.25.2012 | Business
Dan Solin

Take a look at your 401(k) plan investment options. They are most likely predominately actively managed funds, with management fees of 1 percent or higher. Ask your adviser to justify including these funds in the plan. Don't accept the glib, patronizing response you are likely to get.

Lyin' Eyes and Newfound Wealth

Don McNay | Posted 11.07.2012 | Money
Don McNay

The first thing I tell lottery winners, widows, widowers or others who come into large sums of money is to watch out for their family and especially for newfound "friends."

Words of Wisdom on Retirement -- From Those in the Know

Chip Castille | Posted 09.18.2012 | Money
Chip Castille

Everyone must step up to help achieve financial security for tomorrow's retirees: from employers and plan sponsors to investment managers, governments and regulators, and savers themselves. Living longer is a blessing, not a curse.

Big Bank Moving Jobs To India, Philippines

Reuters | Posted 08.20.2012 | Business

CHARLOTTE, N.C., June 20 (Reuters) - Wells Fargo & Co , the fourth-largest U.S. bank by assets, is looking to move some jobs outside the United Stat...

How to Navigate Markets Through the Euro-Zone Turmoil

Gemma Godfrey | Posted 07.18.2012 | Business
Gemma Godfrey

As the euro zone crisis intensifies and global markets reflect investor concerns, we ask ourselves, is a Greek exit from the euro on its way? Preparations have already begun to protect shareholder interest.

The Seven Pearls; A Financial Guide To Empower Women

Toni Nagy | Posted 06.12.2012 | Women
Toni Nagy

"Women have not yet realized the amount of power they have today to create wealth -- more power, we believe, than any time in prior history, at least here in the United States."

Dan Froomkin

Super Rich Still Have Little To Fear From IRS | Dan Froomkin | Posted 04.10.2012 | Business

WASHINGTON -- Despite the Internal Revenue Service's promise to bring new scrutiny to tax avoidance schemes used by the super rich, a new report finds...

Bank Launches New Business For Ultra-Wealthy

Reuters | Posted 06.01.2012 | Business

By Ashley Lau April 2 (Reuters) - Wells Fargo & Co opened its new Abbot Downing business on Monday, o fficially merging two of its we...

Wealth, Prosperity and Longevity (Part I)

Blythe McGarvie | Posted 05.21.2012 | Business
Blythe McGarvie

Understanding how to work in different cultures, while not giving up your own belief system, will separate the mountain climbers who make it to the summit from those that are stuck at base camp -- and from those who plunge to their demise.

LinkedIn -- The Gateway Drug to Social Media for Financial Services and Others

April Rudin | Posted 05.12.2012 | Business
April Rudin

There are many reports which support the idea that today's potential client will be intolerant of their wealth manager's reluctance to engage on social media platforms.