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.
NAIC CEO Might Move Office To Washington
By Arthur D. PostalA top official at the National Association of Insurance Commissioners is thinking about relocating.Catherine Weatherford, executive vice president and chief executive officer of the NAIC, ...
May 31, 2008
Are you suitable yet?I often wonder, when I'm reading an article, it's roots or origin -- what was the kernel of inspiration. This column, in case you're wondering, finds its origins near the flat Delta land of Mississippi in the summer of 1985.
May 28, 2008
Political news coverage79% - Percentage of baby boomers who prefer local television news for political coverage. 29% - Percentage of baby boomers who read national newspapers...
May 28, 2008
All hail the capitalist pigsGood news (sort of) from an island that rarely has any. On Monday, Fidel Castro announced he's stepping aside. For boomers, it conjures fond memories...
May 28, 2008
Confidence from the conference boardMore good news, and in this market environment we'll take it. The Conference Board announced on Monday that the U.S. leading index increased for the...
May 02, 2008
Garden State Governor Signs Paid Leave BillNew Jersey Gov. Jon Corzine, D, has signed Assembly Bill 873, a measure that will provide 6 weeks of paid leave for workers who are ...
May 01, 2008
The laundry listA home office should be set up to function like a traditional office. Everything the advisor can accomplish in a corporate office should be doable in a home office, too. To make that happen, senior advisors who decide to work from home should think
May 01, 2008
Home office 101Bo Johnson is the chief marketing officer at Financial Independence Group in Cornelius, N.C. In that capacity, he has helped countless advisors improve their marketing and sales efforts. What about advisors with home offices? Johnson says although