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.
Experiencing the Power of Philanthropy
By Olivia MellanA family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...
November 10, 2008
Not a Relaxed TimeThere are a lot of things converging all at once. My Web site is officially launched, my new office is under construction and will be...
November 06, 2008
Hub Acquires California AgencyA national benefits broker has scooped up a regional firm.Hub International Ltd., Chicago, says it has acquired M&L Insurance Services Corp., Thousand Oaks, Calif.Hub is ...
November 01, 2008
Sore LosersWhat ever happened to being a good sport? The days of humble winners and gracious losers seem to have vanished with tail fins and whitewall...
October 01, 2008
Green Checklist for Your OfficeAdvisors who want to go green might want to see how many items they can answer "Yes" to on the checklist below. Do you...
September 17, 2008
Banking Panel Schedules Turmoil HearingsThe Senate Banking Committee will be meeting Thursday and Sept. 23 to discuss the economic crisis.The committee will hold a hearing on "Recent Bank Failures ...
September 08, 2008
A generational thing?Illicit drug use has shot up (no pun intended) 116 percent during the past five years for Americans ages 55 to 59, according to the...
September 01, 2008
Do you prefer meeting your advisor at his office or in your own home?For me, it works out great that our advisor comes to the house. He's actually a family friend and we get together and go over the finances twice a year. Last time, we cooked out and had barbeque. It might be better at the office if we