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.
Why Should Wealthy Parents Get Teens Involved in Giving?
By Kate McBride‘Lower substance abuse and pregnancy rates,’ for one thing; ‘correlation between philanthropy and maintaining wealth,’ for another, says Julie Williams Lytle.
April 30, 2011
Advisor goals: Values are the DNA of visionValues are the DNA of fulfillment. When one lives their values, the fulfillment of their values generates positive feelings and positive beliefs.
April 30, 2011
Let's shake on itIs your handshake style helping you create rapport or sabotaging your sales and costing you thousands of dollars per year?
April 22, 2011
The Week in PicturesThe photo-essay for NU's inaugural Weekend Edition captures these moments:
April 14, 2011
Royal Neighbors helps Arizona foundationRoyal Neighbors of America, a life insurance organization, has donated $2,500 to Save the Family Foundation in Mesa, Ariz. Pictured are, from left to right: Michelle Hilliker and Jeff Hugus, Royal Neighbors representatives; Jacki Taylor, CEO, and Erin McIntyre, director of development, from Save the Family; and Mario Ben-David, Royal...
April 11, 2011
Forming a Client Advisory Board, and Making a U-Turn on My CMSAdvisor Mike Patton gets ready to launch his client advisory board, and decides to eschew Redtail and return to ACT as his CRM platform.
April 10, 2011
Advisor Online Resources for Caregivers to the AgedSites advisors can use to provide comfort, support and resources for caregivers to the elderly.