Portfolio

Case studies can be a great way to communicate the reasons a client should work with you -- as long as they want to read all the way to the end.

Atlanta Capital and PFM say they will offer more concierge services to families with less than $20 million in AUM.

Bloomberg -- A partisan stalemate that partially shut down the U.S. government may lessen the appetite of lawmakers for risking a debt default later this month.

As the court battle between Michael Jackson’s heirs and entertainment company AEG heads to the jury, the case highlights five legal challenges and complications that the estate executors have had to worry about in the last few months alone.

Bloomberg -- Most U.S. oversight of financial markets and institutions will continue to operate as usual during a government shutdown because most regulators are funded with independent revenue.

The vast majority of Americans ages 25+ with more than $200,000 in investable assets surveyed in the Allianz Life 2013 Investor Market Perceptions Study said they are seeking some form of protection from losses as they accumulate assets for retirement.

Bloomberg -- The Treasury Department said money managers could pose threats to the U.S. financial system when reaching for higher returns, herding into popular asset classes or amplifying price movements with leverage.

A partisan stalemate that partially shut down the U.S. government may lessen the appetite of lawmakers for risking a debt default later this month.

Innovation is a constant in any industry, but sometimes in the fund business its mark is not always obvious.

Investment advisor James Christy, of Northwest Financial Federal Credit Union, has Washington connections, but he's not seeking business on the Hill. He's got plenty of referrals to build a book in the suburbs.