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Financial Planning
September 1, 2011
Jenny Sherman |
Art is an Asset More boutique firms that provide wealth managers with financially based art market analysis are cropping up, and a clutch of new art-focused investment funds are launching.   |
On Wall Street
March 1, 2010
Christopher G. Didier |
Does Passion Have A Place In Wealth Management? While most people start collections for very non-financial reasons, treating them like other assets can maximize their potential returns and help collectors follow their passions for years to come. |
Investment Advisor
October 2008
Lewis Schiff |
Even Affluent Clients Feel the Chill The affluent may have significant assets, but that doesn't make them immune to the recent economic chills. |
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. |
Registered Rep.
June 1, 2008
John Churchill |
Renting Richness Keeping up appearances can be expensive, even for the rich. |
Registered Rep.
June 25, 2009
Christina Mucciolo |
Go Figure, HNW Clients Lost Trust and Money in 08: Wealth Report Not surprisingly, last year's market took its toll on the wealthy, reducing assets, slimming their ranks and undercutting their trust in institutions associated with the market |
Wall Street & Technology
August 22, 2005
Maria Wakem |
Millionaires Seek Virtual Services A new report reveals that the most efficient way for financial institutions to tap the underserved market of midtier millionaires is through the adoption of virtual service networks. |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
Financial Advisor
September 2005
Raymond Fazzi |
The Art Of Financial Planning And Investing Planning And Investing Rather than manipulate art as an investment, observers say advisors could better serve their clients by establishing what they have in terms of collections, the value of the items and, if possible, the cost basis. |
Financial Advisor
September 2006
Grove & Prince |
Jet Owners Provide Insight On Wealthy For financial advisors, learning how -- and why -- wealthy clients spend money is a key element in building your relationship. |
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
August 1, 2008
Charles Williamson |
Risky Business When working with high-net-worth clients, it is of paramount importance to discuss property and casualty insurance. |
The Motley Fool
June 7, 2005
Stephen D. Simpson |
Baseball Cards or Blue-Chip Stocks? Here's why you shouldn't confuse collectibles with true investments. Hobbies are great, but are they the best way to make money? |
Financial Planning
December 1, 2012
Elena Mannes |
Wine, Wood and Song: Exotic Assets Drive Urge to Diversify The urge to diversify drives interest in exotic assets - including trees and violins - for high-net-worth clients. |
CFO
April 1, 2007
Alix Nyberg Stuart |
Investing in Oils While you don't need to be ultra-rich to begin collecting, most experts say that art or other collectibles should make up no more than 1% - 10% of a portfolio. |
Financial Planning
August 1, 2008
David E. Adler |
For Art's Sake The New York City art auctions in May and June put to rest the idea that gloom in financial markets was spreading into the art market -- at least, not at the very upper end |
AskMen.com
Nick Kennedy |
Investing In The Art Exchange "If you can quickly list more titles produced by Van Halen than Van Gogh, then you probably don't have the background to be a successful art collector." |
BusinessWeek
September 30, 2010
Rachel Wolff |
Investing: Diamonds Are a Guy's Best Friend Amid the recession, jewelry is increasingly viewed as valuable art. Guess who's buying it? Male collectors are currently coveting pendants and rings with large colorless, D-grade diamonds. |
On Wall Street
December 1, 2009
Bill Fleming |
Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains. |
Financial Planning
October 1, 2009
Craig L. Israelsen |
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take. |
AskMen.com
August 8, 2006
Ryan Weatherill |
Keep Up In A Contemporary Art Conversation Art is one of the more interesting status symbols around. Theoretically, it's made by poor individuals yearning to express themselves, and purchased by wealthy individuals. |
