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.
Advisor of the Year Finalists 2012
By Daniel D. Williams, Maria WoodOur 2012 Advisor of the Year candidates came to the financial services industry from vastly different paths. But all have the same goal: helping seniors enjoy a secure retirement.
July 17, 2012
Advisor Marketing and UVP: Make Referrals Stickier With Strong Branding, Pt. 2If your clients understand your unique value proposition, theyll remember you during tipping-point conversations. And dont forget the cookies!
July 11, 2012
5 Traits of the Wealthy That Raise Their Risk of Big LawsuitsYour high-net-worth clients may enjoy a rich lifestyle, but that may also leave them at risk of multimillion-dollar lawsuits. Read and learn.
July 04, 2012
New Free Military Benefits Report AvailableCreated by a veteran for active duty servicemembers, vets and families.
June 27, 2012
Putnam Opens Office in ChinaPutnam Investments said in early June that it has opened an office in Beijing, representing the firms first foothold in China.
June 27, 2012
This Is Why You MatterAs I grieve the loss of parts of my hometown, I'm reminded why people who step up to help in times of need life insurance agents included are so important.
June 26, 2012
Blood & Money: Why Families Fight Over InheritanceThose clients fighting over family photo albums and Mom's jewelry are actually arguing about so much more. Here's how you can help defuse the situation.