Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
Planner’s dilemma: the housing crisis and loss of net worth
By Tom NawrockiThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
February 24, 2014
Aging Advisors: Bad News for Indies, Good News for WirehousesNew research suggests that custodians and BDs who partner with independent advisors face a serious risk to their business models as advisors age.
February 06, 2014
Getting Clients to Follow Your Advice: The Missing SpouseIn this scenario, Mellan and Birke discuss what happens when the spouse who is your primary client contact disappears due to divorce, death or disability.
December 20, 2013
5 simple giftsWhen the nights are long and the winds are cold, remember the Nutcracker.
December 19, 2013
Are your staff members scaring people off?Your employees can make or break your client experience.
December 18, 2013
Chartered Special Needs Consultant Designation a ‘Huge Step Forward’The American College's new ChSNC program is helping Connecticut planner Michael Beloff hone a craft in which he's specialized since 2002.
December 18, 2013
Neasham case review: Is this California or Russia?This blogger thinks its time for the insurance industry to ask for a review of the Attorney Generals office in California.