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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.
Relief Riders Nominated for U.N. Positive Peace Award
By Kate McBrideWith Relief Riders International, which was nominated Monday, September 6, for a 2010 U.N. NGO Positive Peace Award, participation and giving can be extremely personal.
August 31, 2010
Seniors speak out: Do you think you'll ever move into a nursing home?Yeah, I do. I've had conversations with my family about it already.
August 30, 2010
Wilmington Trust FSB Appoints Gore President of New York OfficeWilmington Trust Corp. has named veteran wealth advisor Lawrence Gore president of the New York office of Wilmington Trust FSB, the firm announced Monday.
August 24, 2010
NAR Existing Home Sales Plummet to Record Low; Retail Also DownExisting-home sales dropped sharply in July to historic lows after the home buyer tax credit expired, but home prices continued to gain, the National Association of Realtors (NAR) reported Tuesday, August 24.
August 23, 2010
Multi-Family Offices: The Crown Jewels of the Planning WorldThe mammoth 2,300-page financial reform bill that President Obama signed into law last month brought into focus a segment of the advisory world.
August 22, 2010
Multi-Family Offices: The Crown Jewels of the Planning WorldThe mammoth 2,300-page financial reform bill that President Obama signed into law last month brought into focus a segment of the advisory world.
August 20, 2010
Highmount Capital to Open Amsterdam OfficeHighmount Capital, a multi-family office based in New York and Boston, plans to open an office in Amsterdam by September and to add offices in London and Switzerland over the next year.
August 10, 2010
Silver Bridge to Buy H&S Financial Advisors in San FranciscoSilver Bridge, an independent wealth advisory firm headquartered in Boston, announced Tuesday, July 20, that it had agreed to acquire H&S Financial Advisors, a San Francisco-based wealth advisory boutique.