UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Survival Strategy 2009
By Bill GoodWhen the tide turns against you, as the tide has turned against everyone in this industry, you have three choices: Get swept out to sea,...
December 22, 2008
Advisors opt for wholesaler CE sessionsA majority (77 percent) of more than 30,000 financial advisors who participated in Quest CE's annual survey on advisor's perceptions of value-added insurance and professional...
December 19, 2008
Family Office Firm Makes A DealGenSpring Family Offices L.L.C. has agreed to acquire Cymric Family Office Services.
December 18, 2008
Ohlson Group Opens Chicagoland OfficeThe Ohlson Group, Inc., Indianapolis, has announced the opening of their Rosemont, Illinois office. Nicholas R. Ohlson, a marketing consultant with the firm, will manage the new office. "This additional location allows us to be close to our
December 08, 2008
Coventry Expands Into U.K.KCoventry First L.L.C., Fort Washington, Pa., has opened an office in London, the firm says.
December 02, 2008
The future of boomer homesHigh-tech home models are giving boomers a glimpse of what "assisted living" will be like 20 to 30 years from now. The Mercury News in...
December 01, 2008
Checklist for Involving Children in Family Philanthropy1. The family creates a philanthropic mission statement to help it consistently evaluate charitable requests. 2. Each family member participates in the philanthropic process and discussion. 3....