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U.S. Banker
June 2011 |
More, More, More The total wealth of millionaire households is on track to balloon in the next decade, but most of that will be outside of the U.S.   |
Registered Rep.
July 5, 2012
Jerry Gleeson |
Trickle-Up Effect The ultra-rich are getting ultra-richer. Boston Consulting Group's latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year. |
AFP eWire
April 26, 2004 |
Intergenerational Transfer of Wealth More Than Just Cash Recent article states large portion of intergenerational transfer of wealth to charities will be in the form of non-cash gifts. |
AFP eWire
February 7, 2012 |
Giving Data Show Boomers Poised for Record Giving Capacity Data and historical trends show that there is great capacity among older Americans, boomers and the next generation of donors to give more than ever. |
Registered Rep.
March 1, 2005 |
The Women Are Getting Richer The number of women with at least $500,000 in assets grew 17% from 1996 to 2000. |
AFP eWire
March 10, 2008 |
Unmarried Women More Generous Than Unmarried Men Unmarried women contribute more to charity on average in every income category as compared to unmarried men, according to a new study. |
Financial Planning
October 1, 2010 |
Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained. |
Investment Advisor
January 2009
Kara P. Stapleton |
Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another. |
AFP eWire
February 2, 2010 |
Boston College Researchers Design First Model to Produce Quarterly Estimates of Household Giving "The Boston College Center for Wealth and Philanthropy's Individual Giving Model is a quantum step forward in how we can estimate charitable giving," said AFP President and CEO Paulette V. Maehara. |
Financial Planning
November 1, 2010
Donna Mitchell |
Smaller Fortunes Whatever the actual wealth-transfer number from generation to generation, planners will face the challenge of helping their affluent clients insure smaller fortunes and stretch estates over the next 40 years. |
On Wall Street
July 1, 2012
Lorie Konish |
Global Wealth Makes Its Move Private wealth fell 0.9% to $38 trillion in North America in 2011, yet rose 10.7% to $23.7 trillion in the Asia-Pacific region. Welcome to the new reality of a so-called "two-speed world." |
Investment Advisor
April 2009
James J. Green |
Numerology: Whither the Wealth? U.S. households lost $5.1 trillion of their wealth in 2008's final quarter, or 9%. |
BusinessWeek
June 18, 2009
James C. Cooper |
Business Outlook: Why Consumer Spending Won't Drive a Recovery Households are paying down debt and rebuilding their nest eggs, so they're not spending. Still, that's unlikely to thwart a modest economic upturn. |
Financial Planning
January 1, 2009
Stacy Schultz |
Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals. |
Wall Street & Technology
June 2, 2009
Melanie Rodier |
China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report. |
AFP eWire
May 27, 2010 |
2009 Household Charitable Giving Down Five Percent from 2008 Individual charitable giving in 2009 amounted to $217.3 billion, a decline of $11.2 billion or 4.9 percent from the estimated $228.5 billion total in 2008, according to the latest report by researchers at the Center on Wealth and Philanthropy at Boston College |
Registered Rep.
June 25, 2003
Ross Tucker |
Fidelity Offering Private Foundations This week the fund giant unveiled a new service allowing registered investment advisors to create and manage private foundations for affluent clients. |
The Motley Fool
January 20, 2004
Dayana Yochim |
Home Sweet Savings Home is where the wealth is -- less so, if you're rich. |
AFP eWire
May 17, 2004 |
"Average" Family in U.S. Contributes More Than 40 Percent of All Giving According to new data, households earning less than $100,000 annually contribute more than 40 percent of all giving in the U.S. |
AFP eWire
November 23, 2010 |
Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007. |
Registered Rep.
May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model. |
Registered Rep.
November 1, 2004
David A. Gaffen |
Wealth Transfer? What Wealth Transfer? Many in the financial services industry are starting to think the wealth transfer estimates are way overblown. |
Financial Advisor
January 2004
Grove & Prince |
Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client |
On Wall Street
May 1, 2012
Lorie Konish |
Wealth Firms Need to Sharpen Their Consumer Focus Wealth management firms need to be more nimble in meeting the demands of clients in order to best capture the surge in available assets over the course of this decade. |
Registered Rep.
June 9, 2014
Megan Leonhardt |
Costs Weigh Down U.S. Wealth Business U.S. and Canadian brokerages continued to have the most cost-intensive wealth management model, leading to relatively flat profit levels. |
AFP eWire
August 6, 2007 |
Giving Priorities Tied to Income Lower- and middle-income donors are far more likely to give to charities that benefit the poor than are upper-income households. |
Registered Rep.
July 1, 2004
David A. Gaffen |
More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people. |
Financial Planning
January 1, 2007
John J. Bowen |
It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen. |
Financial Planning
January 1, 2010
John J. Bowen Jr. |
Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs? |
U.S. Banker
July 2010
Howard Stock |
Worthwhile Wordplay? With the ranks of the affluent shrinking, some banks are downplaying the wealth in their wealth management marketing. Can a shift in semantics make a difference? |
BusinessWeek
December 26, 2005
James C. Cooper |
Why More Households Are Feeling Flush New Federal Reserve data shows that households are the wealthiest they have ever been. |
AFP eWire
June 4, 2007 |
Millionaires Gave More in 2006, but Is Philanthropic Interest Waning? Two recently released studies provide contrasting data about whether millionaires will give more in 2007 than in 2006 and if their interest in charitable giving is on the decline. |
Registered Rep.
June 15, 2015
Ryan W. Neal |
Markets Push Rise In Wealth; New Money Is Scarce North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014. |
Investment Advisor
March 2009
Melanie Waddell |
Retirement News & Products March 2009 SEC charges Merrill Lynch advisors with securities fraud regarding pensions... New research shows deferred variable assets show promise for wealth transfer market... Research shows 7 of 10 households have a tax-advantaged savings plan through work... |
Financial Advisor
November 2008
Joseph J. Cohen |
Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth. |
Financial Planning
September 1, 2006
John J. Bowen |
Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice. |
Registered Rep.
March 1, 2008 |
The Tools Make The Man Looks like there's quite a market for new wealth-management software tools. |
On Wall Street
October 1, 2008
Helen Kearney |
The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes. |
Investment Advisor
January 2007
Susan L. Hirshman |
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations. |
Registered Rep.
March 1, 2005
Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk. |
National Real Estate Investor
April 1, 2006
Anthony Downs |
Hard Truth of a Softer U.S. Housing Market Rising home prices and falling stock prices have greatly changed the composition of household assets since 2000. This shift has significant implications for commercial property markets as well as housing. |
Investment Advisor
July 2006
Robert F. Keane |
Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has. |
Financial Planning
September 1, 2010
Marion Asnes |
Real Wealth Wealth management is a study in anxieties, as advisors relate how even their multimillionaire clients are struggling to unload overpriced homes and pay astronomical college tuition bills. You have to wonder: What is wealth, anyway? |
HBS Working Knowledge
May 7, 2014
James Heskett |
How Should Wealth Be Redistributed? Has wealth disparity become such a burden on society that democracy is threatened? The polarizing work of Thomas Piketty is considered and opens the floor for debate. |
Financial Planning
July 1, 2005
Kathy Gevlin |
Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed. |
Registered Rep.
December 1, 2002
Walter H. Zultowski |
Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population. |
Registered Rep.
February 1, 2006
Russ Alan Prince |
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. |
Registered Rep.
May 31, 2013
Megan Leonhardt |
Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up. |
BusinessWeek
November 1, 2004
Laura D'Andrea Tyson |
How Bush Widened the Wealth Gap Not since the '20s has income inequality been this great. If Bush is reelected, America will continue down the path of increasing inequality in income, wealth, and health, with dangerous implications for U.S. democracy. |
Financial Advisor
April 2005
Grove & Prince |
The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management. |
