Biggest Loser

Wealth Management’s Biggest Losers

It's time for the client's annual portfolio review–and time to take market share, the advisers think. They know the client, a wealthy family, spreads its assets around the Street. And … Continue Reading →


WSJ Philanthropy

When It’s Time to Discuss Charity

The phone rings. Your hard-charging client says, "I sit on the board of trustees of a charity that…" What follows sounds like Charlie Brown's teacher. "Whaa-whaa-whaa." Here we go. He … Continue Reading →


Kate White

Congratulations, Kate White

Not too long ago, I spoke at a library event with my friend, Kate White. She tells great stories, which is why I'm excited to read her new novel, Eyes … Continue Reading →


Bitcoin

Bitcoin’s Place in Wealth Management

Every financial adviser knows this story in one form or another. It is Friday afternoon, 10 minutes to the market close. Your biggest client calls with a problem. "My daughter … Continue Reading →


Lucy

Back from the Beauty Parlor

Here's Lucy. What do you think?