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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Family Client Definition Expands
By Arthur D. PostalThe final version of a new federal "family office" regulation includes a broader definition of the term "family client" than the U.S. Securities and Exchange Commission included in the version originally proposed.
May 31, 2011
Mission accomplishedWhen President Barrack Obama stood outside the Oval Office on the evening of May 1, 2011, to announce the death of Osama bin Laden, nearly a decade had elapsed since the events of Sept. 11, 2001.
May 31, 2011
Coping with call reluctance (Part 4)Our series on the topic of call reluctance continues with ways to combat the problem.
May 28, 2011
Advisors: Stop making 'house calls'If a client or prospect isn't willing to come to your office, find out why and develop a solution. Below are two common excuses advisors hear and solutions that avoid having you travel around town to meet clients and prospects.
May 28, 2011
Advisors: Stop making 'house calls'If a client or prospect isn't willing to come to your office, find out why and develop a solution. Below are two common excuses advisors hear and solutions that avoid having you travel around town to meet clients and prospects.
May 23, 2011
LTC: 3 keys to face to face presentationsEducating, not selling your client is key, says Marc Jacobson, of Marc Jacobson & Associates in Northbrook, Illinois. Jacobson lists the three important rules to keep in mind: Be brief, be smart, be done.
May 16, 2011
Campden Media Relaunches Family Business, Family Office WebsitesCampden, which also has offices in New York and Singapore, provides proprietary research, conferences, news and networking opportunities to ultra high-net-worth financial and business-owning families and their family offices and advisors worldwide.
May 12, 2011
In Family Business Succession, Trust Plays Big RolePassing down a family business is an emotional process, and key factors need to be in place in order for the transition to succeed, according to a new study published Thursday in Family Process, a peer-reviewed journal from Wiley-Blackwell.