Private Wealth Management

2013 Trust and Estate Update for the United States and Canada

Webcast

Greg A. Rosica provides a summary of key changes and potential changes of note in United States, Canadian, and cross-border trust and estate laws.

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The Future of Wealth Management: Thinking about the Next 20 Years

Conference Proceedings Quarterly

Sebastian Dovey discusses the future of the private wealth industry and its ability to meet the challenges posed by today's world.

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The Retirement Crisis: How to Achieve a Higher Safe Withdrawal Rate Using a Dynamic Withdrawal Strategy

Live Webinar — 23 May 2013, 4:00 p.m. ET

For this quarter’s Private Wealth Management Society Leader Conference Call, please join fellow practitioners and David Zolt, CFP, EA, of Westlake Advisors, for a discussion on how to achieve a higher safe withdrawal rate using a dynamic withdrawal strategy.

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Using Behavioral Finance to Improve the Adviser–Client Relationship

The Research Foundation of CFA Institute

Advisers who study behavioral finance and incorporate its insights into their practices will improve the outcomes for their clients by making prudent recommendations in a way that increases the odds that the clients will act upon them.

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From the Blog

Weekend Reading

Weekend Reads for Financial Advisors: Emotional Finance and Chaos Theory

10 May 2013

Lauren Foster rounds up recent articles and resources that you may have missed during the last couple of week. Read more

Weekend Reading

Weekend Reads for Financial Advisors: Behavioral Finance, Retirement, and Bogle on Fees

26 April 2013

If you didn't get around to all the reading you had intended to, here's a quick roundup of some of the articles and video clips you may have missed. Read more

Take 15: Dodd Frank Act: A New Paradigm for Family Offices (Video)

25 April 2013

David Guin, a partner at Withers Bergman LLP, discusses the implications of the SEC’s new definition of family offices and explains what a good compliance policy should look like. Read more

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