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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.
Rothstein Kass Adds JDJ Resources Team to Family Office Group
By Michael S. FischerJDJs three partnersDoreen Biebusch, James Kittler and Steven Sarcionehave joined Rothstein Kass as directors, and all members of the JDJ team are now part of the firms family office group.
August 10, 2012
An Economist Explains How Fear Drives ProductivityHeres a depressing thought: Americas productivity is rising on the backs of scared office workers.
August 01, 2012
Older Millionaires Get Tech-SavvyA recent study shows that boomer and senior millionaires are really buying into the tech world, becoming fast adopters of smartphones and tablets.
August 01, 2012
Older Millionaires Get Tech-SavvyA recent study shows that boomer and senior millionaires are really buying into the tech world, becoming fast adopters of smartphones and tablets.
August 01, 2012
Brian Adair: The Referral KingAfter working in his familys health-care agency, Advisor of the Year finalist Brian Adair saw firsthand the need for proper financial planning.
August 01, 2012
Brian Adair: The Referral KingAfter working in his familys health-care agency, Advisor of the Year finalist Brian Adair saw firsthand the need for proper financial planning.
August 01, 2012
5 Secrets to Maximize SalesBrian Adair shares his tips for becoming the ultimate community resource.
July 31, 2012
Brian Adair’s JourneyAfter working in his familys health-care agency, Brian Adair saw firsthand the need for proper financial planning.