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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 March 1, 2008 John J Bowen	Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.
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.
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.
Finance & Development September 2010 Rodney Ramcharan	Inequality Is Untenable If policymakers neglect income distribution, the consequences for individuals and society can be grave.
IDB America January 2006	The Elusive Quest for Equality Growth indices in Latin America are on the rise, education and health are improving, exports are climbing, institutions are becoming more democratic -- but poverty and inequality indicators refuse to budge.
HBS Working Knowledge January 4, 2012 Jim Heskett	Income Inequality: What's the Right Amount? Inequality can serve capitalism as an incentive, but too much of it is not good for markets. What's the right amount of income disparity?
HBS Working Knowledge December 10, 2014 April White	Minimum Wage Debate Is Really About Social Values Debate over raising the minimum wage tends to focus on costs and benefits, but economist Matthew Weinzierl argues that what really is at stake are much deeper societal values.
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.
Reason June 2009 Brink Lindsey	Nostalgianomics The rise in income inequality does raise issues of legitimate public concern. But the caricature of postwar history put forward by purveyors of nostalgianomics won't lead us anywhere.
Finance & Development September 2011 Berg & Ostry	Equality and Efficiency Is there a trade-off between the two or do they go hand in hand?
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
Financial Planning May 1, 2007 John J. Bowen	Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market.
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.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
Registered Rep. March 1, 2008	The Tools Make The Man Looks like there's quite a market for new wealth-management software tools.
BusinessWeek July 9, 2007 James Sherk	An Upside To Inequality? Policymakers must search for ways to expand the number of jobs that can base pay on performance and allow more workers to share in the gains.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
BusinessWeek November 4, 2010 Tackett & Dorning	Voters to Republicans: Don't Get Too Comfortable The lesson of the midterms may be that voters no longer trust incumbents and are willing to keep shifting the balance of power.
The Motley Fool January 9, 2007 Mary Dalrymple	Forecasting Housing Futures What may be in store for homeowners and housing prices this year?
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.
Financial Planning August 1, 2013 Charles Paikert	What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
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. 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.
Registered Rep. June 22, 2011 Charles Paikert	Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded.
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.
Fast Company March 2003 James Surowiecki	People of Plenty The American dream says that anyone can be rich. But the real question is, Are you keeping up with the Joneses?
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
BusinessWeek November 11, 2010 Lisa Lerer	Michele Bachmann Is Demanding a Little More Respect Michele Bachmann's riding her status as Tea Party queen to greater prominence in the GOP.
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?
Financial Advisor December 2006 Grove & Prince	The Wealth Protection Process Knowing what to do is one thing; knowing how to do it -- and to keep it done -- is where the financial advisor shines. This is the second in a three-part series on the growing area of affluent wealth protection services.
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.
Reason July 2006 Megan McArdle	The Virtue of Riches Book Review: The Moral Consequences of Economic Growth, by Benjamin M. Friedman, provides powerful empirical evidence against any program aimed not at increasing the country's wealth but at cutting wealth down to size.
Registered Rep. January 26, 2011 Charles Paikert	Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business.
Wall Street & Technology November 27, 2007 Melanie Rodier	For Wealth Managers, Specialization Trumps Generalization Wealth managers who use a consultative approach and foster close relationships control twice the level of client assets and command three times the annual income of more-traditional financial advisers, according to a study.
AFP eWire April 18, 2005	Major African-American Wealth Transfer Projected A recent report projects that the wealth transfer from African-American households via estates in the 55-year period between 2001 and 2055 will range between $1.1 trillion to $3.4 trillion.
Financial Advisor March 2012	Women To Advisors: Understand Our Needs Various surveys of late have painted a picture that women's financial needs aren't being met by the advisory industry.
The Motley Fool November 26, 2010 Morgan Housel	Making More Than $50 Million Per Year Income distribution gone wild. Income inequality is incredibly strong. The top 1% of earners made about as much as the bottom 48%.
Finance & Development September 2011	More or Less Income inequality has risen over the past quarter-century instead of falling as expected.
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.
ifeminists September 22, 2004 Wendy McElroy	Wage Gap Reflects Women's Priorities The disparity in wages has nothing to do with discrimination against women. It reflects the preferences of women themselves.
Registered Rep. November 1, 2005 John Churchill	Doing More With What You've Got Despite increasingly fierce competition for the wealthiest clients, those with practices focused on the high-net-worth segment expect their practices to grow significantly in the coming years, according to a survey.
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.
BusinessWeek April 19, 2004 Michael J. Mandel	Where Wealth Lives The productivity boom has made asset owners rich -- and left many wage-earners behind.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
Reason April 2007 Nick Gillespie	Rant: America's No. 1 Endangered Species Is America's middle class losing its "place at the table"?
Registered Rep. October 18, 2011 Charles Paikert	Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it.