High-net worth | Page 19 of 19

Small accounts are a drag: PriceMetrix

You probably preach the virtues of portfolio diversification to your clients, but do you practice the same strategy in your book of clients? A study by PriceMetrix suggests that a diversified client base of large, medium and small households significantly improves advisor productivity and revenue. PriceMetrix found small households account for 52% of the average […]

By Steven Lamb |September 3, 2010

2 min read

Planning and Advice

Landing high-net-worth clients

Like Ahab’s white whale, the high-net-worth investor looms large in the back of advisors’ minds — seemingly just out of grasp for many of them. A few tweaks to your business model and a couple more years of referrals and you’ll be there, you tell yourself. But if that’s really what you think, you’re probably […]

By Mark Noble |April 7, 2010

13 min read

Planning and Advice

Hitting the HNW jackpot

Every now and then I’ll buy a lottery ticket and dream of winning millions. If I had $10 million, I’d hang out in my house on the Riviera, drive into town in my hot Italian car to pick up some wine and cheese… wait, I’d have a hot Italian butler do that for me. It’s […]

By Keith Pangretitsch |April 1, 2010

6 min read

Products

Legal structure vital in real estate investing

Similar to a true gold bug's aversion to mining stocks and preference for physical bullion, institutional real estate investors know that REITs are far too closely correlated to the equity markets on which they are listed. For these managers, nothing beats the real thing: a portfolio of physical real estate holdings.

By Steven Lamb |April 27, 2006

5 min read