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Research
 
Rich Not Immune From Income Volatility
Wednesday, 09 May 2012
High incomes have become much more volatile—something that has gone virtually unnoticed.
 
Family Business Dynasties Partly Driven By Culture, Industry
By Karen DeMasters - Wednesday, 18 April 2012
Whether businesses that generate vast wealth are run by families or unrelated individuals largely depends on their industry and where they are located, according to a new study.

 
American Dream Gets More Elusive, Survey Says
By Karen DeMasters - Thursday, 22 March 2012
Although the number of millionaires, and affluent of all levels, continues to increase, wealthy investors still say achieving the American dream is getting harder, according to a recent survey.
 
China’s Billionaire Lawmakers Make U.S. Peers Look Like Paupers
Tuesday, 28 February 2012
The richest 70 members of China’s legislature added more to their wealth last year than the combined net worth of the U.S. Congress, the president and his Cabinet, and the U.S. Supreme Court.
 
Among Super Rich, Americans Far Ahead Of Asia, Study Says
Thursday, 10 November 2011
North America’s super rich will outnumber Asians with a net worth of at least $30 million for the next 20 years, according to a report from Wealth-X.
 
HSBC Tops In Family Office Assets
By Anthony Effinger and Elizabeth Ody, November 2011 issue
Bessemer Trust Co., UBS AG and Wilmington Trust also score high in a ranking of the largest multifamily offices. 
 
A Wealthy Head Count
By David Friedman, November 2011 issue
The number of Asia-Pacific millionaires is surging, but North America and Europe still account for the bulk of the world’s ultra-high-net-worth population.
 
Wealth Manager Launches Software For Financial Advisors
Friday, 28 October 2011
A Virginia-based wealth manager has launched a firm offering financial planning software now being tested by 80 advisors.
 
Many Millionaires Give Occupy Wall Street Protesters, Buffett Credibility
By Evan Simonoff - Friday, 28 October 2011

Surprise, surprise. Even if the Occupy Wall Street protesters find it challenging to articulate precisely what they want, 35% of millionaires surveyed by Spectrem Group say they are making "a good and valid point."

 
Global Analyst Provides Views To Napfa Attendees
Tuesday, 25 October 2011
Oxford Analytica’s CEO, who also founded Archipelago Partners and is a former Goldman Sachs investment banker, says the U.S. has to change its mindset to accept that it’s not setting rules alone.
 
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Impact Investing

U.S. State Department Backs Impact Investing
New government initiatives aim to provide “an inclusive economic ecosystem that fosters this kind of investing.”
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Investing In The Food Chain
Root Capital connects Latin American and African smallholder farmers to middle-class consumers in the US and Europe, and is adopting its model to African food security.
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Trillium Brings Impact Investing To Clients
Trillium Asset Management has been helping clients invest directly in communities to create social impact in exchange for modest financial returns.
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Online Extras

On The Move
Commonfund, Tiedemann Wealth Management and Citi Private Bank are among the firms that have made executive appointments.
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On The Move
New executives have been added at Citi Private Bank and Sage Consulting.
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On The Move
Northern Trust and Fairhills Group are among the firms that have made executive appointments.
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On The Move
Gold Bullion International named Sallie Krawcheck as a member of its advisory board.
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On The Move
Raymond James, BNY Mellon and Aspiriant are among the firms that have made key executive appointments.
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