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.
Ugly Clarity
By Steve PiontekEven amidst the unremitting stream of bad news, certain days and events stand out with particular ugly clarity. Take Monday, January 26, for example.
January 20, 2009
Healthiest places to retireU.S. News and World Report compiled a list of the top 10 healthiest places in America for retirees: Bella Vista, Ark. Boulder, Colo. Eden Prairie, Minn. Green Valley, Ariz. Issaquah, Wash. Longmeadow, Mass.
January 19, 2009
Plasma TV...$400. New leather chairs...$700. Positive first impression....priceless!After much waiting, permits, and connection of utilities, I am finally in my new office. Even though the move was only next door, it took...
January 09, 2009
U.S. pension assets - the good news and the bad newsIt might help you sleep at night to know that the U.S. pension system is "better off" than other industrialized nations, according to a new...
January 06, 2009
CIGNA To Cut 1,100 JobsA managed care company is consolidating offices and eliminating about 4% of its workforce.CIGNA Corp., Philadelphia, says it will be cutting about 1,100 positions by ...
January 01, 2009
Family affairsYou have worked hard to build a solid roster of ideal clients, and perhaps you continue to do a good job of attracting new people that fit your ideal client profile. But are you neglecting the family? Not your immediate family, but the families of
January 01, 2009
Survival Strategy 2009When the tide turns against you, as the tide has turned against everyone in this industry, you have three choices: Get swept out to sea,...
December 31, 2008
Conceive, believe and achieveI am frequently asked what I think the single most important factor is in determining the success or failure of a salesperson. My response is often met with surprise, because most people expect me to say something about the necessity of hard work