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Fidelity Investments Offers Family Office Services to RIA Firms
By Kate McBrideRIA's ultra-high-net-worth clients can get 'sophisticated resources' previously reserved for wealthy families.
October 13, 2010
Dodd-Frank: SEC Drafts Family Office DefinitionThe U.S. Securities and Exchange Commission has proposed a rule that could affect which family offices continue to be exempt from SEC investment advisor registration requirements.
October 13, 2010
SEC Proposes Rule That Would Define ‘Family Office’The SEC proposed a new rule on Tuesday that would define what kind of firm could call itself a "family office."
October 13, 2010
Fidelity Family Office Services Adds Alternative Reporting CapabilitiesShared alternative assets can be accounted for daily, on a pro-rated ownership basis for family office clients.
October 13, 2010
TCC Group's Mittenthal: Foundations, Nonprofits Benefit From Business-Strategy ModelsNew philanthropists are bringing business practices to foundations and nonprofits.
October 12, 2010
Dodd-Frank: SEC Drafts Family Office DefinitionThe U.S. Securities and Exchange Commission has proposed a rule that could affect which family offices continue to be exempt from SEC investment advisor registration requirements.
October 11, 2010
Nationwide Agrees to Buy San Antonio-Area LandNationwide Mutual Insurance Company has entered into a contract to buy a site for new offices it wants to build in the San Antonio area.
October 04, 2010
Congress Departs, Housing and Jobs Arrive: AdvisorOne Briefing for the Week of Oct. 4, 2010The market-moving news for this week will come from reports on housing early and jobs later, while the Congress adjourns to take care of the business of getting re-elected. At week's end, the Financial Planning Association gathers in Denver for its annual meeting.