A highlight of the Marketing Wealth Management summit in Toronto last week was seeing Tony Gurnsey, Wilmington Trust’s chief client advocate, discuss the evolution of the industry. He compared the dynamic between the financial advisor and the wealth management firm to the relationship between a jockey and horse. Twenty-five years ago, he says, clients were [...]

Between you and I, it does. But when I put the question to a friend recently, I was answered with a demurral. “Not so much,” they said. If you’ve read this far, you may have flagged two lapses in grammar and word usage. “Between you and I” sounds right but is dead wrong. And, given [...]

Fast forward to 2013. Smartphone sales outpace PCs, and more Americans are checking e-mail on the go than they are at their desktops. For the wealthy, that future is already here. The rich are twice as likely as others to use the “smart” part of their smartphones. According to the Spectrem Group, not only are [...]

Dodging raindrops while rushing out of Penn Station last week, I slid across the wide bench of a waiting Ford Crown Victoria taxi cab. Something struck me as odd: the unmistakable, intoxicating aroma of New Car Smell. I peeked over the driver’s shoulder. The car had 11 miles on the odometer. I turned to my [...]