LATEST FEATURE

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 »

NEWS

FEATURES

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 »

Advisor spotlight: Fiduciary Trust Company of New England

New Hampshire continues to draw attention from wealth managers keen to take advantage of its favorable tax and trust legislation. PAM speaks to Michael Costa, president and … 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 »