Private Asset Management | The pipeline to the affluent
September 02, 2010

Fresh Ideas RSS

  • HNW Eye Jewelry In Rebounding Art Market   01/19/2010  

    High-net-worth investors in the art market are looking towards classic and safe investments as the art market starts to bounce back and have found a niche in jewelry, said Ron Varney, founder of Ronald Varney Fine Arts Agents.

  • Philanthropy: Impact To Reign In 2010   12/09/2009  

    With the downturn in the economy and uncertainty as to how long the recovery will take, charitable giving has seen some contraction, and high-net-worth advisors are narrowing down charitable options to those that would have most impact.

  • Leaving a Philanthropic Legacy   12/09/2009  

    Today’s investors have more choices than ever for creating their philanthropic legacies.

  • How To Ask About a Client’s Collection   12/09/2009  

    Why do people collect? Many have asked themselves, financial advisors among them.

  • Bennett Uses Fitness To Forge Relationships   11/09/2009  

    Bennett Financial Group, a Washington, D.C.-based investment advisory, is relying on fitness advice and services to cinch advisor/client relationships in these tough times.

  • Bridge Loans Fund Makes Film Foray   09/18/2009  

    C22 Capital, a Los Angeles investment firm that invests high-net-worth dollars in bridge loans across various industries, has signed a deal to finance the completion of a feature film ‘The Devil Inside.’

  • Broker Plots Block Trading For ETF Advisors   09/17/2009  

    Fox River Execution, a Geneva, Ill.-based algorithmic trading firm, has partnered with exchange-traded fund purveyor iShares to launch Fox Spotlight, a new ETF platform aimed at helping wealth advisors find optimal pricing on large ETF block trades.

  • Wealth Execs Bank on UMHs   09/14/2009  

    Wealth advisors are looking to Unified Managed Households (UMHs)—a new spin on Unified Managed Accounts (UMAs)—as a way to capture more wealthy family assets.



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