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.
Morgan Stanley's Record Quarter Stained by Archegos Collapse
By Sridhar NatarajanThe Archegos disclosure leaves Morgan Stanley as the only major U.S. bank to be nursing losses from the flameout of Bill Hwang's family office.
February 23, 2021
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management FirmIn an interview, CEO Greg Fleming comments on the rumor that Rockefeller Capital is offering lucrative signing bonuses to advisors.
January 15, 2021
Stifel Client Associate Sues Over Alleged Sexual Assault, HarassmentThe associate, in Garden City, New York, says the firm did not take her complaints about a manager seriously.
January 06, 2021
Rockefeller Adds $1.4B Illinois RIABuying Whitnell & Co. supports the firm's Midwest expansion plans and comes about two months after it opened its first Chicago office.
December 17, 2020
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech RoundupAlso, Broadridge appoints a chairman for its LTX trading platform.
December 15, 2020
DOL Fiduciary Rule Clears White House ReviewLabor Department's policy, though, "is unlikely to stand in the Biden administration," said Consumer Federation of America's Barbara Roper.
November 06, 2020
15 Questions to Guide Family Charitable DiscussionsThis holiday season, family members may be inspired to participate for the first time or change their giving strategy.
October 30, 2020
FBI Hunts Advisor Who Went Missing Amid Fraud ChargeThe Atlanta-area advisor, who disappeared in September, faces a class-action lawsuit by clients and a warrant for his arrest.