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.
SEC Proposes Rule That Would Define ‘Family Office’
By Michael S. FischerThe SEC proposed a new rule on Tuesday that would define what kind of firm could call itself a "family office."
October 12, 2010
Dodd-Frank: SEC Drafts Family Office DefinitionThe U.S. Securities and Exchange Commission has proposed a rule that could affect which family offices continue to be exempt from SEC investment advisor registration requirements.
October 11, 2010
Nationwide Agrees to Buy San Antonio-Area LandNationwide Mutual Insurance Company has entered into a contract to buy a site for new offices it wants to build in the San Antonio area.
October 04, 2010
Congress Departs, Housing and Jobs Arrive: AdvisorOne Briefing for the Week of Oct. 4, 2010The market-moving news for this week will come from reports on housing early and jobs later, while the Congress adjourns to take care of the business of getting re-elected. At week's end, the Financial Planning Association gathers in Denver for its annual meeting.
October 01, 2010
The Role of Multigenerational RetreatsAs I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...
October 01, 2010
When Business is PersonalWhen it comes to employing relatives, having rules in place--such as a family constitution-can help the family business run professionally. But how many family businesses...
October 01, 2010
Less Liberal Propaganda, and More SportsJournalists should listen to their readers. I learned this lesson well in my last job, where I worked with the Navy Office of Information in...
October 01, 2010
A New DirectionFor those of you sick of my weekly bizarre rants, your wish has come true - sort of. With the launch of our new AdvisorOne...