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.
Dodd-Frank: SEC Drafts Family Office Definition
By Warren S. HerschThe 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 01, 2010
The Role of Multigenerational RetreatsAs I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...
October 01, 2010
When Business is PersonalWhen it comes to employing relatives, having rules in place--such as a family constitution-can help the family business run professionally. But how many family businesses...
October 01, 2010
Less Liberal Propaganda, and More SportsJournalists should listen to their readers. I learned this lesson well in my last job, where I worked with the Navy Office of Information in...
October 01, 2010
A New DirectionFor those of you sick of my weekly bizarre rants, your wish has come true - sort of. With the launch of our new AdvisorOne...
October 01, 2010
Fireproof Your PracticeEvery advisor I know has at least one good story about firing a client. We all know the client in these stories... He has millions...
September 27, 2010
Ben Edwards is Back: Opens 11th Branch in St. LouisThe broker-dealer, led by the former president of A.G. Edwards, now has close to 40 financial advisors nationwide and about 45 staff members at its St. Louis headquarters.
September 27, 2010
Broker Benjamin Edwards Opens First Branch in St. LouisBrokerage firm Benjamin F. Edwards & Co. has opened its 11th U.S. branch and the first branch office in its hometown of St. Louis, the company announced Friday.