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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.
Wealthy Families Search for New Meaning of Wealth
By Michael S. FischerHNW families are moving beyond mere wealth preservation alone to give new meaning to wealth ownership for each generation.
June 29, 2014
Don’t be stupid with prospectsYou will only annoy prospects if you waste their time asking questions for which you should already have the answers. So do your homework.
June 25, 2014
Same-sex couple families with kids have lower debt levelsSame-sex couple families with kids and traditional families report having lower levels of debt than other modern families.
June 02, 2014
‘Modern’ Families Struggle With Financial Security: AllianzModern families, including blended and single-parent families, feel less financially secure than traditional families, according to an Allianz survey.
May 16, 2014
Vulnerable N.Y. Democrat stands by PPACABishop has faced questions about a fireworks display permit.
May 07, 2014
Texting and Secure Portals: How Savvy Family Offices Talk to ClientsTo efficiently and securely communicate with clients at all asset levels, especially during crises, take advantage of technology, like the best family offices do.
April 30, 2014
JPMorgan Pledges $20M for Veteran InitiativesJPMorgan Chase has pledged $20 million over the next five years to go to employment, education and housing programs for veterans and their families.
April 11, 2014
Washington on BurwellDemocrats inside the Beltway think of the likely HHS secretary nominee as a good manager.