Singapore Will Replace Switzerland as Wealth Capital

By: Robert Frank, From CNBC, Thanks in part to its generous tax regime, Singapore has been a millionaire haven for […]

By Liu-Yue Lam | 29 Apr 13 | Posted in Asia, The Big Picture, Trends, Patterns, Indicators, Western Europe | Comments (0)

Sellers of Portfolios-To-Go May Become Wall Street’s Next Thundering Herd

By Elizabeth Ody, Bloomberg, Andy Cohen, 47, uses exchange-traded fund portfolios recommended by MarketRiders Inc. to manage his retirement plan […]

By Liu-Yue Lam | 12 Apr 11 | Posted in Investment Wisdom, North America, Tools and Resources | Comments (0)

Banks Up Profit Bets on the Rich

By Lauren LaCapra, TheStreet.com, NEW YORK (TheStreet) — By the end of 2008, Bank of America had positioned itself as […]

By Liu-Yue Lam | 06 Mar 11 | Posted in Food for Thought, North America, The Big Picture | Comments (0)

3 Schools of Thought on Wealth Management

Paul Sullivan Wednesday, January 5, 2011 financial-advisors As portfolios tick up after the vast losses of two years ago, many […]

By DennisGao | 19 Jan 11 | Posted in Retirement & Savings | Comments (0)

Affluent Investors Give Their Advisers a ‘C’ Grade

By Robert Frank, WSJ, What grade would you give your bank or wealth manager? If you said a “C” you […]

By Liu-Yue Lam | 18 Nov 10 | Posted in Statistics | Comments (0)