Wealth Management

Estate and Family Planning

Advising High Net Worth
Individuals/Private Wealth

Practice Management

Compliance and Regulation

Asset Allocation

Estate and Family Planning

Family wealth and how it is managed and passed down to future generations is a delicate topic. Wealth advisors are hired to grow portfolios, manage taxes, and create succession plans.

Advising High Net Worth
Individuals/Private Wealth

Coverage of portfolio management, retirement planning, and tax-efficient allocation, life-cycle investing, and more for planners, advisors, and investors.

Practice Management

Starting and running a financial planning practice takes a lot of hard work and specialized know-how. Managing a practice includes everything from technology and staffing to marketing and client retention.

Compliance and Regulation

Large and small practices alike have to be aware of compliance and regulation issues that govern their businesses, especially as the Securities and Exchange Commission continues to tighten rules.

Asset Allocation

Perhaps the biggest component of wealth management is asset allocation: choosing the appropriate selection and combination of different asset classes – stocks, bonds, commodities, ETFs – for individual portfolios.

Wealth management is a rapidly growing discipline within the investment advisory industry. Its main purpose is to assist high net worth individuals, families and estates, and business owners with financial planning services and overall portfolio management. Wealth managers can be found anywhere, from large banks and brokerage houses to independent financial advisory firms. Accreditations within wealth management include MBA, CFP (Certified Financial Planner), and CFA (Chartered Financial Analyst). Wealth management is considered a growth area because the demand for financial planning services continues to grow as the financial climate continues to shift.

News & Insights

April 07, 2014

Driven to Succeed for Clients and Family

Don’t tell Luke Wiley something can’t be done. For the Cincinnati advisor, that would only be a challenge to help him achieve a new goal.

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May 20, 2013

Wealth Management for Younger Investors Demands New Approach by Banks

A survey of 1,200 wealthy investors released yesterday found that the difference between older wealthy investors is not a gap — it’s a chasm.

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May 14, 2013

Suze Orman, Debit-Card Dealer

Orman’s Approved Card, issued by Wilmington (Del.)-based Bancorp Bank (TBBK), is in part designed to play the role of pestering mom. The basics are... Read more >

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