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Articles tagged: Financial Services
My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know
Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues. Read More
What is a Family Office?
Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century, when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to manage their sprawling fortunes. What is a family office? Traditionally, it’s a private company whose purpose is private wealth management for families with more than […] Read More
Protection from Investment Fraud: Who’s Got Your Back?
If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these 5 investment watchdog resources. Read More
Expert Advice on Surviving the 2019 U.S. Importers Crisis
How to Lessen the Impact of the New Tariffs Recently, The U.S. raised tariffs on $200 billion worth of products from 10% to 25% with a threat to levy additional tariffs on an additional $325 billion worth of goods from China. These new tariffs follow a host of previous White House-imposed duties on various trading […] Read More
Not Knowing Your Retirement Account’s Fees Can Cost You Plenty
As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees. Read More
Millennial Financial Habits: Uncracking Gen Y
Marketing to Millennials: A Major Challenge for Financial Services Industry When it comes to managing their money, the nation’s millennials march to a different beat; one that has the financial services industry feeling out of step. Predictably, millennials are more likely than previous generations to consider financial services marketed by names like Google, Apple or […] Read More
Read These Books to Get Smart About Personal Finance and Investing
Thirteen Guidebooks for Building and Holding Wealth Hiring a professional to manage your investments is not akin to hiring a plumber, car mechanic, or even attorney. To hire any of these three professionals it is neither necessary nor likely that to first teach yourself about plumbing, car engines, or the law. Personal Finance & Investing, […] Read More
Don’t Get Caught in Your Bank’s Trap
Most banks serve their customers well. But some are just trying to use you. Find out how Bank of America tried to squeeze more interest out of a client by ignoring him. Read More
One-on-One With Lex Sokolin of Autonomous Research
Autonomous Research is the leading independent research firm covering the financial services industry globally. Read More
A Few Minutes With…Michelle Huhnke
Michelle M. Huhnke is a partner with the Sugar Felsenthal Grais & Hammer law firm in Chicago and New York, focusing her practice on estate planning, charitable planning and wealth preservation. She works with clients and families to develop estate plans that address varied family circumstances and include efficient estate, gift and generation-skipping tax planning. Read More