Client Care during Unsettling Times
Lisa Gray

Market crises can be overwhelming for both clients and advisers. This method of dealing with even the most extreme crises creates an opportunity for advisers to strengthen their relationship with angst-ridden clients and to provide useful answers.

The Financial Crisis through the Lens of Economic History
Bob Margolis

Making sense of the current financial crisis for clients is daunting. Although many pundits draw comparisons to the Great Depression, one can draw stronger parallels to the Bankers' Crisis of 1907. 

Financial Planning for Clients Seeking Shari’a Compliance
Usman Hayat, CFA

Integrating Islamic finance into a client’s wealth management plan is mystifying for many advisers but is simply an extension of traditional practices. Nonetheless, it introduces some challenges that can be overcome.

Venezuela's Low-Tax-Jurisdiction Rules
Ronald Evans

Venezuela has recently created new disclosure rules for families holding assets and deriving income from “low-tax” jurisdictions, such as Singapore. Implementation is riddled with traps, and penalties for non-compliance are severe.

Raising Capital for Independent Asset Management Firms
Alexander G. von York

Owners of asset management firms have faced limited options for raising capital. A new model based on revenue sharing can be less restrictive and provide more autonomy for owners unwilling to sell equity.