News results for Client Affairs

Client Affairs
August 18, 2015

Hackers Accessed Tax Returns Of Over 300,000 US Persons, Far Larger Than Previously Stated

New revelations about cybercrime attacks on the IRS are another reminder of how severe a problem

Client Affairs
June 23, 2015

Exclusive Book Interview: "The Legacy Of Inherited Wealth"

Family office consultant Joe Reilly interviews Barbara Blouin on the twentieth anniversary of her

Client Affairs
June 11, 2015

Guest Article: Teaching Heirs About Values In A HNW Context

Steven Abernathy and Brian Luster counsel affluent families on multi-generational wealth management

Client Affairs
June 9, 2015

"Packaged" Portfolio Popularity On The Rise – Research

The "packaged" portfolio marketplace has overtaken that of traditional advisor-driven portfolios,

Client Affairs
May 21, 2015

Five Tests HNW Chinese-Americans Use To Choose Financial Services Providers

Here is a commentary on what Chinese Americans typically look for when it comes to choosing a

Client Affairs
May 19, 2015

Guest Comment: Wilmington Trust On The Topic Of Ethical Wills

Here is a guest comment by Bruce Hoffmeister, vice president and financial planner at Wilmington

Client Affairs
April 23, 2015

EXCLUSIVE INTERVIEW: "Silver Spoons Vs Silver Daggers" In Family Governance - Part 2

This is the second half of an interview by Joe Reilly with Matthew Wesley, a former estate attorney

Client Affairs
March 16, 2015

Renouncing US Citizenship Gets A Bit Easier With Passport Victory; Exodus Grows - Lawyers

Breaking up can be hard to do. And as far as the US authorities are concerned, they’ve been

Client Affairs
March 12, 2015

Sit Tight, Says Rothschild On US Stock Market Growth

Investors need not panic about US stock market highs, says Rothschild Wealth Management.

Client Affairs
March 6, 2015

INTERVIEW: ActiFi On The Benefits Of Collecting, Leveraging Client Feedback

Here, ActiFi's Spenser Segal speaks about the firm's client engagement program and how it can help

Comment & Analysis results for Client Affairs

Client Affairs
September 10, 2013

INTERVIEW: Wealthy Individuals Mitigating Risks Associated With "Gray Divorces"

For wealthy individuals who are near or at retirement, divorce can be a complex affair, as they

Client Affairs
June 12, 2013

Beyond Box-Ticking: Leveraging Enhanced Risk-Profiling To Improve Client Experience

The world of wealth management remains in flux, with regulatory and margin pressures, not to

Client Affairs
March 5, 2013

The New Normal: Codifying Superior Client Experience in Wealth Management

The New Normal: Codifying Superior Client Experience In Wealth Management is a groundbreaking

Client Affairs
July 10, 2012

Eldercare Services Gain Ground As Baby Boom Generation Retires

The retirement of the Baby Boomer generation is upon us, and it might be wise for wealth managers

Client Affairs
June 28, 2012

The Financial Behavior Of HNW Female Divorcees, Widows - Spectrem Report

Wealth managers need to take note of the behavior of widowed and divorced women who are taking

Client Affairs
May 23, 2012

After Decker/Dovey: Avoiding A “Scorched Earth” Divorce For Your HNW Clients

Here, Norman Heller and Steven Goldfeder, of the law firm Blank Rome, discuss the critical steps

Client Affairs
May 16, 2012

Book Review: Unmasking The Language Of Wall Street

A recently published book seeks to unravel the language employed in and about financial markets to

Client Affairs
April 23, 2012

The Worries Of The UHNW - Spectrem Group Survey

Ultra high net worth individuals are still in wealth preservation mode, according to the latest

Client Affairs
March 30, 2012

Superyacht Industry Ponders Somali Piracy Menace

Client Affairs
March 26, 2012

Reaping The Benefits Of A Peer-To-Peer Client Network - Threshold Group

It’s often said that the key to developing lasting relationships with clients is to truly