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.
The Week in Pictures
By staff WriterThe photo-essay for NU's inaugural Weekend Edition captures these moments:
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.
April 06, 2011
The Right, and Wrong, Ways to Handle Change at Your Advisory FirmWhile growth and change may be good, but not everyone at your firm can handle it.
April 05, 2011
Warren Buffett, Sokol and Lubrizol: The EthicsExecutives in an Argyle Executive Forum poll say "Sokol’s personal purchases of Lubrizol stock in the months prior to Berkshire Hathaway’s acquisition of the company were unethical."
April 01, 2011
And the Pass Is IncompleteIt’s wonderful to see so many billionaires pledging to share their wealth with charity.
March 29, 2011
Portugal Gets Mixed News: Ratings Cut, Threat; Victory in Court AppealPortugal got bad news on Monday and good news on Tuesday, although the former may outweigh the latter. Standard & Poor’s said that it might downgrade the country’s rating again, after last week’s slice of two notches from the grade—this after it cut long- and short-term counterparty credit ratings for...
March 29, 2011
Britain’s Economy Not as Weak as Feared Last YearBritain’s economy shrank 0.5% in Q4 2010, not as much as was originally believed, according to the Office for National Statistics in London, which said Tuesday that figures had been revised upward to reflect more accurate levels of services and factory output.