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.
COVID-19 Aid May Need an Extension: House Budget Committee
By Melanie WaddellSome of the enhanced unemployment payments in the stimulus bills will expire this summer.
March 25, 2020
Family Offices See Market Recovery Within 12 Months: SurveyFamily office portfolios have outperformed most stock markets, a survey finds.
March 24, 2020
Edward Jones Restricts In-Person Client MeetingsThe firm, though, is keeping its branches open.
March 19, 2020
Wirehouses Pushing Remote Work, but Offices Stay OpenMerrill, Morgan Stanley, UBS and Wells Fargo Advisors are updating policies to adjust to the pandemic.
March 17, 2020
Trump Administration Seeks $850B Stimulus Bill to Fight Virus FalloutTreasury Secretary Mnuchin is said to be seeking aid for airlines and small businesses as well as a possible payroll tax cut.
February 21, 2020
Wells Fargo Nearing $3B Settlement: ReportsThe deal involves both the SEC and DOJ and may include criminal charges tied to the fake-accounts scandal.
January 14, 2020
Labor Dept. Plans to Restrict Media Access to Key Economic ReportsThe government, according to people familiar with the matter, cited security risks and unfair advantages for news media.
January 09, 2020
The Advisor's Guide to Taking a VacationOf course you care about your clients, but you still need time to recharge every so often.