UHNW Client Services
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.
Seeking Purpose
By Marie SwiftMost successful advisors recognize the importance of connecting intergenerationally with their clients' families. What happens when the advisor discovers the complexity of the family dynamics...
March 02, 2009
My Brush With Fame: The Stanford Financial ScandalThe events of the past few weeks have been remarkable to say the least. First, when the Stanford Financial scandal broke, I contacted my editor...
February 28, 2009
Becoming president of your own worldIt's about that time when the politicians and, well, everyone make their first big judgment of the new U.S. president -- the first 100 days. It seems an absurd and random bar to expect someone to change everything that's wrong in
February 26, 2009
Search Firm Expands Temp OperationsThe Jacobson Group Inc. has opened a new office in Baltimore.
February 18, 2009
Search Firm Expands Temp OperationsThe Jacobson Group Inc. has opened a new office in Houston.
February 10, 2009
Bring Down The BladeYou have to love Wall Street. There is no place else in the known universe that comes close to it for sheer unmitigated brass, for an outsized and surreal sense of entitlement and for shrugging its shoulders when things go catastrophically wrong...
February 01, 2009
Ugly ClarityEven amidst the unremitting stream of bad news, certain days and events stand out with particular ugly clarity. Take Monday, January 26, for example.