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Non-correlated investments used to entail high minimums and low liquidity but now even mass-affluent clients can find diversification through alternative mutual funds.
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Whether you want to keep working or enjoy a traditional retirement or anything in between, you have options-you just need to educate yourself on the possibilities.
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Sean Walters, chief executive officer of Investment Management Consultants Association, discusses how the organization's examination curriculum is changing to account for the evolving needs of high net worth clients and why certification programs in general will face increased scrutiny from regulators.
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Germany has much to lose by leading the EU bailout, but more to lose if it doesn't.
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A run-down of the stories in this issue, including a special report on the state of wealth management.
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Lorna Sabbia, Managing Director, Head of the Managed Solutions Group Bank of America Merrill Lynch discusses her 25 years in the securities business.
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Wells Fargo President and CEO Danny Ludeman discusses the challenges of marketing and winning new business.
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U.S. Trust's Keith Banks says being a part of bank of America helps him deliver more than just wealth management services.
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Bob McCann, CEO of UBS Group Americas, says while independent channels are making in-roads and can't be ignored, the threat doesn't keep him awake at night.
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Tash Elwyn, President of the Private Client Group at Raymond James, discusses succession planning.
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