Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
5 Tips to Build a Senior-Friendly Practice
By Emily ZulzBy concentrating on this growing market as boomers start to hit 70, advisors can provide financial planning services for decades.
September 05, 2017
N.Y. Daily News Acquired by Tronc, Journalism's Would-Be SaviorThe 'newspaper deal' involves a $100 million pension risk transfer.
September 01, 2017
Post-Harvey, How Broker-Dealers Are Supporting Their AdvisorsWe talked with some of our 2017 Broker-Dealers of the Year to learn how theyre helping their advisors affected by Harvey.
September 01, 2017
For Hurricane-Battered Advisors, Planning Is KeyByron Ellis of United Capital knows a thing or two about dealing with tropical storms: He's been through four or five of them.
August 17, 2017
Alex. Brown Appoints New Exec For Los Angeles OfficeThe L.A. regional executive position is a new one for Alex. Brown.
July 07, 2017
5 Paid Family Leave Possibilities, for AgentsOpportunities to explain this new benefit to employers and consumers may grow.
June 27, 2017
How Advisors Can Help Prevent Wealthy Families From Losing It AllIn his book, More Than Money, Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
June 14, 2017
Diverse Family Structures Complicate Wealth TransferSingle-parent families are best prepared to pass on wealth to the next generation, RBC found in a survey.