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.
Home office 101
By staff WriterBo 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
April 14, 2008
Strategies for sales success1. For the first few minutes of any sales interaction, don't talk about yourself, products or services. Remember, nobody cares how great you are until they realize how great you think they are. Resist the temptation to
April 14, 2008
Lipper Fund Awards 2008Six fund families and 35 individual mutual funds, honored for delivering "consistently superior investment performance," among peers, took home trophies from the Lipper Fund Awards...
April 13, 2008
New Jersey Lawmakers Approve Paid Leave BillNew Jersey appears to be on track to join California and Washington as one of 3 states with a law establishing a paid family leave ...
April 13, 2008
New Jersey Lawmakers Approve Paid Leave BillNew Jersey appears to be on track to join California and Washington as one of 3 states with a law establishing a paid family leave ...
April 09, 2008
Garden State Lawmakers Approve Paid Leave BillMembers of the New Jersey Senate voted 21-15 Monday to send a paid family leave bill to Gov. Jon Corzine.The bill, Assembly bill 873, would ...
April 01, 2008
Polarized ImagesThe other day I happened to glance at a comic strip in the Washington Post called "Brewster Rockit: Space Guy!" by Tim Richard. Illustrated with...
March 16, 2008
What Else?Sorry, folks, there's just no help for it. Try as I might, everything I want to write about this week keeps getting blocked by New ...