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.
24 great sales jokes
By Lynette GilHow does a salesperson greet another salesperson? You'll have to read to find out.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
July 02, 2015
5 Big Deals at the Paris Air ShowIf you missed it, here are the five biggest headlines on deals made at the Paris Air Show.
July 02, 2015
Pentagon Honors Wells Fargo Advisor for ServiceStephen H. Lee has raised over $5 million to support USO programs for wounded soldiers.
June 29, 2015
Avoid Assumptions—Especially About Family Members’ RolesIn modern families, the decision makers may not be who you assume they are.
June 29, 2015
Be Sensitive—Especially With Minority Families’ Cultural DifferencesDemographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.
June 29, 2015
What Advisors Should Know About 80% of American FamiliesMarried parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.