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.
When the sales conversation actually begins
By Brandon StuerkeYour prospects can learn a lot about you before they ever step into your lobby. What impression do you give?
September 30, 2013
Do dress codes at the office work?Does a tie or not wearing a seersucker coat make you a better employee?
September 25, 2013
California governor signs paid family leave billThe program will now help workers care for grandparents, grandchildren, siblings and in-laws.
September 20, 2013
Exchanges could start slowlyBut CCIIO director Gary Cohen says he thinks all of the exchanges will open Oct. 1.
September 12, 2013
Who Gets the Beach House? A How-To for Advisors on Helping a Family DecideWhen Merrill's Stacy Allred sat down to help a family preserve their beach house, she quickly found herself facing a challenge that has affected many families.
September 12, 2013
Atlanta Capital Rolls Up Small Family Office FirmsAtlanta Capital, which just bought neighboring PFM Capital, claims it is ahead of a national family office trend, serving clients with assets under $100 million.
September 11, 2013
Fidelity Introduces New Mobile Check Deposit for AdvisorsFidelity Institutional has launched a mobile check deposit technology that RIAs, broker-dealers and family office professionals can use on the go.
September 06, 2013
Money matters: A road map for Alzheimer’s patientsThe number of people afflicted by the disease doubles every five years after the age of 65.