NEWS

• Citi adds director and wealth planner

  
  

  Natalia Murphy has joined Citi Trust as a director and wealth planner, PAM has exclusively learned. A Citi Private Bank spokesperson confirmed that Murphy … read more »

• Q&A: Leveraging ‘relationship capital’ for increased success

  Q: What benefit can wealth advisors gain from properly leveraging their first and second-hand contacts? A: Josh Mait, chief marketing officer, Relationship Science LLC Wealth … read more »

• Financial advisors can make lasting impressions through events

  In spite of an increased focus on online communication, many advisors are finding that there is no replacement for in-person client events. For more information, … read more »

• Ask the Experts with Mary Boyd

  Q: What are some guidelines that families and their advisors should follow to manage the risks associated with their valuable collections, including wine, art … read more »

• HNWIs concerned about political gridlock

  According to a survey by Spectrem’s Millionaire Corner, 85% of households with a net worth greater than $5m say they are worried about government gridlock. For … read more »

• Two Boston RIAs firm set to merge

• Loss-prevention steps for HNWIs’ tangible assets

• UBS: HNWIs must discuss inheritance early

• Private banks offer luxury perks to lure clients

FEATURES

Inflation and planning for retirement

Joshua Kadish, founder and partner at wealth management firm RPG-Life Transition Specialists tells PAM how high-net-worth individuals should consider inflation when planning for retirement. … read more »

Father knows best

Just ahead of Father’s Day, industry experts shared the lessons they have learned from their parents and how they anticipate the space evolving. CLIENT … read more »

RESEARCH

Report: It may be worthwhile to litigate with SEC, FINRA

A recent study shows that it sometimes pays for broker-dealers, investment advisors and their representatives to litigate with regulators as opposed to settling. The … read more »

UBS: Women should take more active role in investment decisions

A recent study shows that though affluent couples are equally involved in financial decision making, women are less involved when it comes to investing … read more »