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Wealth Management
No, Really, What Are Your Assets Under Management?
When was the last time you tallied your assets under management? It’s often abbreviated AUM. It’s a term that financial advisors use…
Family Offices Continue to Grow
Family offices are increasing in number and in influence, with a rapid increase in assets. Ernst and Young estimated in its 2016…
Empathy Carries More Weight Than A Big Brand
What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY…
Seven Key Mistakes Wealthy People Make
Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family…
How Donor Advised Funds Benefit Advisors
There’s a new day coming for donor-advised funds. For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over…