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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.
A Family Office for the "mMillionaire" Family
By Staff WriterDave Root recalls the launch of what D.B. Root & Co. calls "the Family Office for the mMillionaire" as the result of an analysis of...
May 28, 2008
Political news coverage79% - Percentage of baby boomers who prefer local television news for political coverage. 29% - Percentage of baby boomers who read national newspapers...
May 28, 2008
Confidence from the conference boardMore good news, and in this market environment we'll take it. The Conference Board announced on Monday that the U.S. leading index increased for the...
May 02, 2008
Garden State Governor Signs Paid Leave BillNew Jersey Gov. Jon Corzine, D, has signed Assembly Bill 873, a measure that will provide 6 weeks of paid leave for workers who are ...
May 01, 2008
Stay-at-home advisorThe thing about the American dream is that it is unique to each person. For some, it means rising to the top of a large, well-known corporation. For others, it means creating their own large corporation and having their name atop a tall building
May 01, 2008
Trust in media fadesA survey from Harris Interactive shows Americans tend to go to their local television news and newspapers for their political news, but that doesn't mean they trust the source. The survey found, in general, 54 percent of Americans say they tend not
May 01, 2008
The laundry listA home office should be set up to function like a traditional office. Everything the advisor can accomplish in a corporate office should be doable in a home office, too. To make that happen, senior advisors who decide to work from home should think
May 01, 2008
Home office 101Bo Johnson is the chief marketing officer at Financial Independence Group in Cornelius, N.C. In that capacity, he has helped countless advisors improve their marketing and sales efforts. What about advisors with home offices? Johnson says although