Two important developments have brought goal-based wealth management into greater
focus in the last three years. The financial market meltdown of 2008 has changed the way …

The forthright brand of shareholder activism associated with hedge funds became a major
corporate governance phenomenon in the United States in the 2000s. Financial economists …

Preservation and transfer of wealth to future generations is one of the central financial goals
for most high-net-worth families. In this study, using a stylized theoretical model and Monte …

Noting how difficult it is to making up one's mind when it comes to designing and funding
wealth transfer structures, the author proceeds to identify the numerous pitfalls that must be …

Private placement insurance and annuity products have evolved considerably since the mid-
1990s. Purchasing such products and having the investments inside those products consist …