News results for Client Affairs

Client Affairs
February 24, 2015

Obama Backs Tighter Rules On Retirement Advice As Fiduciary Debate Heats Up

Yesterday, President Obama supported tighter standards for brokers and others who advise retirement

Client Affairs
February 6, 2015

EXCLUSIVE ANALYSIS: How One Savvy Client Really Pushes For Performance - Part 2

This is the second half of a feature setting out the case of a wealth management client who was

Client Affairs
February 5, 2015

EXCLUSIVE ANALYSIS: How One Savvy Client Really Pushes For Performance - Part 1

This is the first half of a feature setting out the case of a wealth management client who was able

Client Affairs
February 4, 2015

SEC Flags Up Cybersecurity Issues In New Documents Aimed At Investors, Advisors

The SEC has alerted investors and the industry at large about the risks of cybersecurity.

Client Affairs
February 3, 2015

Guest Article: When, How To Inform Next-Gen Family Members About Wealth

Here is an article by Dr Richard Orlando - founder and CEO of the independent firm Legacy Capitals

Client Affairs
January 29, 2015

Asset Managers Sharpen Their Focus On Defined Contribution Plan Opportunities

Defined contribution plans, in which the employer, employee or both make contributions on a regular

Client Affairs
January 28, 2015

Switzerland's Two Biggest Banks To Charge Some Clients For Swiss Deposits; Julius Baer Mulls Options

Shockwaves caused by Switzerland’s ending of its cap on the country’s currency exchange rate

Client Affairs
January 6, 2015

BEST OF 2014: Client Onboarding, As Seen From The Front Line - Part 2

This publication and Appway recently launched a study examining client onboarding trends. Kicking

Client Affairs
January 5, 2015

BEST OF 2014: Client Onboarding, As Seen From The Front Line - Part 1

This publication and Appway recently launched a new study examining client onboarding trends in

Client Affairs
November 21, 2014

Top US Lawyer Explains How To Avoid Ponzi Scams And Recover Money If Hit

A story earlier this week showing that more than $10.3 billion has been recovered for victims of

Comment & Analysis results for Client Affairs

Client Affairs
November 3, 2011

The Rise Of Wealthy Women: The “Other” Wealth Transition

Worldwide, $20 trillion of investments are controlled by women, up by 16 per cent in just one year.

Client Affairs
September 19, 2011

Careful Planning Needed For Same-Sex Couples

In the second part of a series on planning issues for same-sex couple clients, following the

Client Affairs
August 17, 2011

Wealth Managers Respond To ID Theft Threats

With identity theft on the rise, high net worth individuals are being increasingly targeted. Wealth

Client Affairs
August 9, 2011

Seven Issues Wealth Managers Should Know About Divorce

Divorcing clients require a great deal of financial and emotional support. In order to provide the

Client Affairs
July 8, 2011

Opportunities, Pitfalls During Client Onboarding - New Report

The potential for significant asset growth means new-client onboarding is an important process for

Client Affairs
July 1, 2011

From Shirtsleeves To Shirtsleeves: The Psychological Barriers To Maintaining Wealth

For companies who make their business out of managing family wealth, trying to prevent the

Client Affairs
June 17, 2011

Exclusive Interview: The Alliance's Tom Livergood On The New Risk Management

Cyber crime is reported to be the fastest growing type of criminal activity, with such firms as

Client Affairs
May 25, 2011

Freedom From Wealth: Society Defines Insider Trading

All too often private wealth holders are the victims of fraud and financial theft, which is why

Client Affairs
May 12, 2011

Social Security: Maximizing Benefits Is Critical

With lifespans increasing, pensions disappearing and returns on IRAs and 401(k) plans uncertain,

Client Affairs
April 27, 2011

Challenging Conventional Thinking On Retirement Distribution Planning

Conventional wisdom about retirement distribution planning among financial advisors is actually