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.
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm
By Jane Wollman RusoffIn an interview, CEO Greg Fleming comments on the rumor that Rockefeller Capital is offering lucrative signing bonuses to advisors.
December 17, 2020
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech RoundupAlso, Broadridge appoints a chairman for its LTX trading platform.
December 15, 2020
DOL Fiduciary Rule Clears White House ReviewLabor Department's policy, though, "is unlikely to stand in the Biden administration," said Consumer Federation of America's Barbara Roper.
November 06, 2020
15 Questions to Guide Family Charitable DiscussionsThis holiday season, family members may be inspired to participate for the first time or change their giving strategy.
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.