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.
Former Aetna Chairman Dies
By staff WriterJames Lynn, 83, a former chairman and chief executive officer of Aetna Inc., has died.
December 05, 2010
Economic Lessons of the Home Market, and Why Pessimism Seems RightAdvisor Mike Patton learns a lesson from his own home-buying experience, and suggests why economic pessimism right now seems about right.
December 02, 2010
Fidelity Family Office Services Allies With Archway Technology PartnersFidelity Family Office Services announced Thursday that it has formed an alliance with Archway Technology Partners, a global software company that supports the operations of private investment firms such as family offices and multi-family offices.
November 30, 2010
The speed of trust (part 2)Last month I began talking about some of the strategies that New Hampshire producer Tom Brueckner uses to build the notion of "social proof,"
November 24, 2010
Happy ThanksgivingWe hope that you, your loved ones and your business associates are having a great holiday. We will be sending you our next newsletter Monday.
November 23, 2010
Single Family Offices' Top Challenge Is InvestingFamily Wealth Alliance study outlines concerns and trends for single-family offices.
November 15, 2010
NADP: Dental Enrollment Falls 5.7%Layoffs and benefits cutbacks caused national dental plan enrollment to fall 5.7% in 2009, to 166 million.
November 12, 2010
Personnel Changes: Philadephia Financial, GenSpring, AonPhiladelphia Financial, Plymouth Meeting, Pa., announced it has hired Ken Kilbane as executive vice president of strategic initiatives.