Scratching Our Heads: Just What Is a Wealth Manager?
- Changing Equity Premium Implications for Wealth Management Portfolio Design and Implementation. Evensky, Harold // Journal of Financial Planning;Jun2002, Vol. 15 Issue 6, p76
The article discusses the implications of changing equity premium for wealth management portfolio design and implementation in the U.S. Many financial planning professionals, as well as many of their financial services brethren, such as accountants, insurance specialists and money managers, have...
- Planning Profession Good in Bad Times... // Journal of Financial Planning;Aug2008, Vol. 21 Issue 8, p12
The article discusses an expected growth in the number of financial planners in the U.S. According to the article, it is expected that there will be a 41% growth in the number of financial planners from 2008 through 2016. Reasons given in the article for the anticipated growth of financial...
- Great Expectations. // Financial Planning;Jul2003, Vol. 33 Issue 7, p39
Presents information on inheritors of wealth for the benefit of financial planners dealing with such clients. Consequences which inheritors undergo through; Significance of inheritances to heirs and heiresses; Categories of inheritors.
- Who are you? I really wanna know. Santi, Pragash // Money Management;4/10/2008, Vol. 22 Issue 12, p16
The author reflects on the significance played of financial planner to every Australian taxpayer. He asserts that financial planner helps in the establishment of the wealth of Australian taxpayer. He also connotes that financial planner assists each taxpayer in meeting the financial goals....
- 5 Questions. Kulikowski, Laurie // Financial Planning;May2004, Vol. 34 Issue 5, p26
Offers advice on wealth management. Difference between wealth management and financial planning; Business model of a wealth manager; Role of technology in wealth management programs.
- The Rebalancing Act. McCoy, Donald L. // Financial Planning;Nov2004, Vol. 34 Issue 11, p47
Discusses the importance of discipline in financial planning. Common mistakes of investors with regards to their wealth; Elements of smart investing; Factors to consider by a financial planner to be effective in providing services to his client.
- Wealth Management for Recent Widows and Widowers. Rose, Mitchell // Financial Planning;Dec2006, Vol. 36 Issue 12, Special section p14
The article offers advise for financial planners on managing wealth of recent widows and widowers. Tasks that need to be addressed immediately by financial advisors include paying funeral expenses, gathering documents, collecting benefits and identifying assets and liabilities. Some of the...
- The Right Collar. McGee, Suzanne // Financial Planning;Mar2007, Vol. 37 Issue 3, p57
The article discusses how financial planners maintain an equity-rich portfolio for risk-averse clients. Equity derivatives such as equity collars offered by investment barks to high-net-worth investors can be a protection for clients. Clients are ensured to only lose a predetermined amount on a...
- 72.5%. // BRW;2/19/2009, Vol. 31 Issue 7, p10
The article reports on the percentage of wealthy people in Australia who are planning to manage their money themselves in future which is 72.5%. With the decline of personal wealth, it is not shocking that wealthy individuals consider their financial planners no longer have much to offer. A...