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.
October 30, 2020
FBI Hunts Advisor Who Went Missing Amid Fraud ChargeThe Atlanta-area advisor, who disappeared in September, faces a class-action lawsuit by clients and a warrant for his arrest.
October 06, 2020
Famous Folks (Real and Fictitious) Who Worked From HomeGranted, some of these people (and characters) had special situations...
September 24, 2020
Edward Jones Advisor: How New Tech Has Boosted Client Service During PandemicWebinar Hub and My Priorities have been especially useful, advisor Alyssa Jennings tells ThinkAdvisor.
September 18, 2020
What's Up With the LPL-Morningstar Relationship?The research firm says it's "disappointed" by the IBD's decision tied to the use of Morningstar Office for consolidated reporting.
August 25, 2020
It Can't All Be for NothingThe author looks at finding your 'why' In the advisory world.
August 19, 2020
Wealthy Families Raise Their VC Investment ProfileNine in 10 families favor co-investing with other families and venture funds, a survey finds.
July 27, 2020
How Much Money Does It Take to Be Wealthy?Schwab asked Americans this question in January and again five months later, and it found a significant shift.
June 26, 2020
Military Families Far More Financially Confident With Advisors: SurveyA key to that confidence is those using advisors save a lot more, First Command reports.
June 17, 2020
Cresset Buys $2.3B RIALike Cresset, PagnatoKarp is family owned and focused on private wealth management and family office services.
May 28, 2020
Gender Equality in Family-Building BenefitsAn executive in the fertility plan market talks about a common coverage gap.