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.
Portugal Gets Mixed News: Ratings Cut, Threat; Victory in Court Appeal
By Marlene Y. SatterPortugal 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 25, 2011
Fed Governor: Crisis Scared Winners, TooSome U.S. families with heads near retirement did fine from 2007 to 2009 - and members of those families seem to be about as nervous about spending as families that lost heavily during the crisis.
March 25, 2011
Bernanke Says Dodd-Frank Will Help Small BanksFed Chairman to hold four news conferences each year.
March 22, 2011
Elder abuse: Mickey Rooney breaks stereotypesMickey Rooney's recent court testimony that he was a victim of elder abuse by family members has brought some much-needed attention to the issue.
March 17, 2011
LTCI tip: Selling to the familyThe decision to purchase LTCI is frequently couched in figuring out what's best for a client's entire family, and you need to be conscious of that. Here are some keys to making a more inclusive sale.
March 09, 2011
Do Your Advisory Firm Employees Have a Drinking Problem?Firm owners need to encourage their employees to take breaks and, for Heaven’s sake, to drink enough fluids.