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.
Senator Byrd's Death May Hold Up Passage of Reform Bill
By Melanie WaddellWith the death of Senator Robert Byrd (D-West Virginia) at 92 in the early hours of Monday, June 28, questions remain whether his passing will complicate passage of the financial services reform bill.
June 18, 2010
MassMutual Sponsors More Market ResearchMassachusetts Mutual Life Insurance Company is trying to learn more about how U.S. families and their finances really work.
June 16, 2010
iPad vs. laptopReaders of The Investment Edge know that I bought an iPad about five or six weeks ago; I thought it would be a good idea to report as to how I feel about this latest offering from Apple.
June 10, 2010
Sympathy For The CEOFor a supposedly hated class, CEOs have gotten quite a bit of positive press lately, most notably Meg Whitman and Carly Fiorina and their California...
June 08, 2010
Family Office Leaders Call for Fiduciary StandardLeaders of several of the largest family office advisors and family office associations are urging Congress to "Fight for All Investors and Put the Fiduciary Standard in Wall Street Reform."
June 04, 2010
Pathstone Family Office Launches Independent Wealth Management FirmPathstone Family Office hung out its shingle as an independent, family- and employee-owned wealth management organization on Tuesday, June 1.
June 01, 2010
Deerfield Financial Acquires Chicago Planning FirmFormer NAPFA Chair Dick Bellmer's Indianapolis firm to expand into Chicago area with Bowyer, Weydert buy
June 01, 2010
DisclaimersHave you noticed that as the baby boom generation ages, the advertising we see on television changes along with them? Think back to those golden...