Generation X-pectation

Millennials now account for a large and growing proportion of the high-net-worth space. PAM investigates the ways in which the wealth management industry is … read more »



The shift towards independence

Conor Delaney, co-founder and president of national advisor recruitment and business development at Good Life Advisor Systems (GLAS), discusses the human impact driving advisors … read more »

The waiting game

Private equity deals are notoriously long-term arrangements; but with more sophisticated investment options now on offer, do the rewards outweigh the delayed returns for … read more »


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 »