Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …

Integrated wealth management implies individualized risk control. The discretionary wealth
approach is used to calculate a better risk-aversion relationship for trade-offs between …

Simple presentations of the life cycle model often suggest a constant level of real
consumption in retirement. Similarly, financial planners commonly suggest that people save …

Integrated wealth management implies individualized risk control. The discretionary wealth
approach is used to calculate a better risk-aversion relationship for trade-offs between …

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

Academics have argued for decades about whether markets are efficient. This has been a
great waste of intellectual resources with no discernible reason other than to funnel research …

The author starts with the observation that as new legislation begins to take effect-
specifically, the Uniform Prudent Investor Act (UPIA) and the Revised Uniform Principal and …