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Investing in gold is all the rage these days, but Wilmington Trust cautions about moderation when it comes to the hot commodity. Samuel Fraundorf, president of Wilmington Trust Investment Management, suggests investing in gold alongside other real assets like commodity-related securities, real estate, real-estate related securities and inflation-linked bonds.
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No one’s looking to get caught up in the next big Ponzi scheme, especially not the advisors steering investment decisions. But what can you do to steer clear?
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Bank of America’s global head of wealth management Sallie Krawcheck has her hands full trying to meld Merrill Lynch and BofA into a cohesive wealth unit, but she still manages to find the time to give back to the community.
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Ask any wealth manager about how he gets new clients and chances are you hear “referrals.” But is that the most effective way to grow a wealth practice in this day and age?
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Funding the next generation’s higher education has put many wealthy individuals into a tizzy.
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Wealthy philanthropists are searching for some real, tangible information on charities and non-profits to give to before handing over their hard-earned dollars. But what exactly are they looking for?
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Every investor needs a mantra to get through tough times, and MFO Truepoint Capital has just the thing: Buy and hold. Diversify. Rebalance.
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Although most clients want to hear that sunny days are here again, Gordon Fowler, ceo of Glenmede, believes the best course of action is to give it to them straight.
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There’s been much apprehension among advisors amid market volatility, but at least, many now feel they’re back in the game.
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Debate is heating up regarding the potential implementation of a fiduciary standard on wealth management advisors.
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The estate tax has gone away for 2010, but some potential beneficiaries could end up with no tax-free inheritance whatsoever.
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What’s the best way to find out what clients really want? Surveys, of course. But how to administer one to your clients so they are totally honest?
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Art market savvy clients are training their eye on all that sparkles in the New Year.
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If your clients are cutting it down to the wire with giving to charity and they’re at a loss for where to give, have no fear—there are plenty of candidates out there.
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It was about a year ago when Bernie Madoff’s name began snaking its way into the mainstream public consciousness. As time is now beginning to heal the wounds
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Although the Street’s been buzzing about Robert Kelly’s alleged rejection of Bank of America and his professed loyalty for BNY Mellon, some believe his leaked note to the staff rang hollow. Others believe it’s all about how you look at it.
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What’s the best way to get in good with clients? Through their children, of course.
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Looking for a new donor-advised fund opportunity this holiday season? You may want to look outside the traditional realm.
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Baby boomers have been saying all year how they’re going to have to delay retirement due to the financial fallout from 2008. But does that still hold true today?
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Clients depressed over losing cash in the Madoff swindle? Help is on the way.