<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title><![CDATA[CFA Institute Private Wealth Management]]></title><link>http://www.cfainstitute.org/RSS%20Feeds/cfa_privatewealth.rss</link><description><![CDATA[CFA Institute&nbsp;Private Wealth Management 
]]></description><copyright><![CDATA[<div>Copyright CFA Institute 2010</div>
]]></copyright><item><title><![CDATA[Fluctuations in Uncertainty]]></title><link>http://www.cfainstitute.org/learning/products/publications/dig/Pages/dig.v44.n11.5.aspx</link><pubDate>Fri, 14 Nov 2014 05:55:08</pubDate><description><![CDATA[The author discusses the history, effects, and current trends of economic uncertainty. Of
          particular importance are uncertainty?s effects during recessions. The author
          highlights the changes in behavior that uncertainty induces and ...]]></description></item><item><title><![CDATA[Do Security Analysts Speak in Two
          Tongues?]]></title><link>http://www.cfainstitute.org/learning/products/publications/dig/Pages/dig.v44.n12.3.aspx</link><pubDate>Thu, 04 Dec 2014 09:05:45</pubDate><description><![CDATA[Previous research suggests that analyst recommendations are positively biased. These
          recommendations can either be strategically biased or nonstrategically biased.
          Nonstrategic distortions occur when positive recommendations and ...]]></description></item><item><title><![CDATA[Annuity Shock]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.10.aspx</link><pubDate>Tue, 09 Dec 2014 12:27:59</pubDate><description><![CDATA[Defined-contribution plans can enable individuals to accumulate tax-deferred savings that far exceed their expectations. On retirement, however, they may be shocked to discover how a seemingly ample savings amount translates into only a modest level of ...]]></description></item><item><title><![CDATA[Planning Your Practice for Succession]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.12.aspx</link><pubDate>Tue, 09 Dec 2014 12:40:13</pubDate><description><![CDATA[Many financial advisors are faced with practice transition decisions, but few have succession plans in place. Effective succession planning involves financing and business development strategies. The optimal solution depends on the size and composition ...]]></description></item><item><title><![CDATA[Differentiating When Consulting to the Ultra Affluent]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.13.aspx</link><pubDate>Tue, 09 Dec 2014 12:36:48</pubDate><description><![CDATA[The ultra affluent expect a great many things of a wealth manager. Success in wealth management requires a wealth manager to recognize that the model that works in the institutional world does not necessarily translate well to the world of the ultra ...]]></description></item><item><title><![CDATA[Harvest Your Capital Gains? Think Hard Before Voluntarily Paying a Tax]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.15.aspx</link><pubDate>Tue, 09 Dec 2014 12:38:25</pubDate><description><![CDATA[U.S. investors commonly believe capital gains tax rates will increase and that they should recognize gains to take advantage of the current lower rate. For long-term investors, deferral benefits can outweigh capitalizing on the current lower tax rate, ...]]></description></item><item><title><![CDATA[Choice of Savings Vehicles When Saving for Retirement]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.17.aspx</link><pubDate>Tue, 09 Dec 2014 12:34:53</pubDate><description><![CDATA[Increasingly, investors in different countries can choose between retirement savings vehicles. The investor?s current and future tax rates affect the decision, but contribution limits, minimum distributions, and the availability of other retirement ...]]></description></item><item><title><![CDATA[Business Models for Advising the Ultra Affluent]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.18.aspx</link><pubDate>Tue, 09 Dec 2014 12:30:27</pubDate><description><![CDATA[The individual consulting model is a direct descendant of the institutional model. That said, success in the wealth management business requires that a wealth manager recognize that the institutional model does not necessarily translate well to the world ...]]></description></item><item><title><![CDATA[Client Care during Unsettling Times]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.20.aspx</link><pubDate>Tue, 09 Dec 2014 12:35:50</pubDate><description><![CDATA[Market crises can be overwhelming for both clients and advisers. This method of dealing with even the most extreme crises creates an opportunity for advisers to strengthen their relationship with angst-ridden clients and to provide useful answers. ]]></description></item><item><title><![CDATA[Raising Capital for Independent Asset Management Firms]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.23.aspx</link><pubDate>Tue, 09 Dec 2014 12:40:52</pubDate><description><![CDATA[Owners of asset management firms have faced limited options for raising capital. A new model based on revenue sharing can be less restrictive and provide more autonomy for owners unwilling to sell equity. ]]></description></item><item><title><![CDATA[Mutual Funds for Individual Investors: Relic of the Past or Standard of the Future?]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.4.aspx</link><pubDate>Tue, 09 Dec 2014 12:39:24</pubDate><description><![CDATA[With US$12 trillion in assets and almost 300 million shareowner accounts, mutual funds in the United States are unquestionably successful as financial products for individual investors. Is the current regulatory structure essential for funds to fulfill ...]]></description></item><item><title><![CDATA[Double Dipping on Social Security]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2008.n1.9.aspx</link><pubDate>Tue, 09 Dec 2014 12:37:20</pubDate><description><![CDATA[Social Security recipients are permitted to repay all benefits received in the past on their earnings records and reapply for much higher benefits from scratch. Doing so can be economically equivalent to purchasing an inflation-adjusted annuity at a very ...]]></description></item><item><title><![CDATA[A Secret Marriage: Family Governance and Intergenerational Wealth Management]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2011.n1.1.aspx</link><pubDate>Tue, 09 Dec 2014 12:41:31</pubDate><description><![CDATA[Family governance affects almost every aspect of the family wealth portfolio. All families have a governance system whether by design or default. Making conscious governance decisions is critical to determining whether its impact is positive or negative.]]></description></item><item><title><![CDATA[Moving from a P&L to a Portfolio: Advice for Business Owners]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2011.n1.2.aspx</link><pubDate>Tue, 09 Dec 2014 12:42:45</pubDate><description><![CDATA[One metric for deciding whether and at what price to sell a private business is whether the proceeds will be sufficient to satisfy a family?s core spending needs in almost any market. The answer also influences how the sale might be structured and how ...]]></description></item><item><title><![CDATA[Embracing Social Media, Its Challenges, and Its Benefits]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2012.n1.1.aspx</link><pubDate>Tue, 09 Dec 2014 12:44:10</pubDate><description><![CDATA[With more and more clients, prospects, referral partners, peers, and competitors using social media and social networking sites, financial advisers should think about how to use these tools effectively to deepen client relationships, create intimacy, and ...]]></description></item><item><title><![CDATA[Stepping into the World of Social Media]]></title><link>http://www.cfainstitute.org/learning/products/publications/pwmn/Pages/pwmn.v2012.n1.2.aspx</link><pubDate>Tue, 09 Dec 2014 12:44:50</pubDate><description><![CDATA[Deciding whether to embrace social media is a tough call for most financial advisers. But in the asset management arena, managers are increasingly doing so. According to a recent report from research firm Cerulli Associates, there was a ?giant leap ...]]></description></item><item><title><![CDATA[Investment Management ]]></title><link>http://www.cfainstitute.org/learning/products/publications/readings/Pages/investment_management.aspx</link><pubDate>Tue, 11 Nov 2014 08:43:17</pubDate><description></description></item><item><title><![CDATA[Investment Objectives and Constraints  ]]></title><link>http://www.cfainstitute.org/learning/products/publications/readings/Pages/investment_objectives_and_constraints.aspx</link><pubDate>Tue, 11 Nov 2014 08:47:19</pubDate><description></description></item><item><title><![CDATA[Portfolio Management as a Process  ]]></title><link>http://www.cfainstitute.org/learning/products/publications/readings/Pages/portfolio_management_as_a_process.aspx</link><pubDate>Thu, 13 Nov 2014 13:56:08</pubDate><description></description></item><item><title><![CDATA[The Ethical Responsibilities of Portfolio Managers ]]></title><link>http://www.cfainstitute.org/learning/products/publications/readings/Pages/the_ethical_responsibilities_of_portfolio_managers.aspx</link><pubDate>Thu, 13 Nov 2014 13:57:26</pubDate><description></description></item><item><title><![CDATA[The Future of Portfolio Management ]]></title><link>http://www.cfainstitute.org/learning/products/publications/readings/Pages/the_future_of_portfolio_management.aspx</link><pubDate>Thu, 13 Nov 2014 13:58:22</pubDate><description></description></item><item><title><![CDATA[The Portfolio Management Process Logic ]]></title><link>http://www.cfainstitute.org/learning/products/publications/readings/Pages/the_portfolio_management_process_logic.aspx</link><pubDate>Thu, 13 Nov 2014 13:59:20</pubDate><description></description></item><item><title><![CDATA[The Portfolio Perspective ]]></title><link>http://www.cfainstitute.org/learning/products/publications/readings/Pages/the_portfolio_perspective.aspx</link><pubDate>Thu, 13 Nov 2014 15:19:19</pubDate><description></description></item><item><title><![CDATA[Numbers and Narratives: Modeling, Storytelling, and Investing ]]></title><link>http://www.cfainstitute.org/learning/products/multimedia/Pages/115053.aspx</link><pubDate>Thu, 20 Nov 2014 06:46:36</pubDate><description><![CDATA[Topics covered include the trifecta of illusions that go with pure numbers-based models (illusion of precision, illusion of objectivity, and illusion of control) and how to avoid the creation of businesses that exist only in spreadsheet nirvana, ...]]></description></item><item><title><![CDATA[Dare to be Great (II)]]></title><link>http://www.cfainstitute.org/learning/products/multimedia/Pages/115058.aspx</link><pubDate>Thu, 20 Nov 2014 06:48:26</pubDate><description><![CDATA[Dare to be great:?Suggestions for institutional investors on how to better approach the goal of achieving superior investment results in the long run; Dare to be different: You can't take the same actions as everyone else and expect to outperform; most ...]]></description></item><item><title><![CDATA[Innovating for the Future: Building a Sustainable Business and Rebuilding Trust]]></title><link>http://www.cfainstitute.org/learning/products/multimedia/Pages/115203.aspx</link><pubDate>Mon, 24 Nov 2014 12:09:19</pubDate><description><![CDATA[Elizabeth Corley presents the importance of transparency and collaboration between policymakers and asset managers. For sustainable long-term growth, Corley argues that policymakers and investment managers must work together to promote a culture of ...]]></description></item><item><title><![CDATA[Trends in Asian Wealth Management (Take 15 Series)]]></title><link>http://www.cfainstitute.org/learning/products/multimedia/Pages/107974.aspx</link><pubDate>Tue, 25 Nov 2014 12:13:15</pubDate><description><![CDATA[There has been significant wealth accumulation in Asia in recent years. Vineet Vohra, CFA, of HSBC discusses trends and developments that are taking place across the region, including asset allocation, fees, and ETFs.?The Take 15 Series is a series of ...]]></description></item></channel></rss>