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.
Stay-at-home advisor
By staff WriterThe thing about the American dream is that it is unique to each person. For some, it means rising to the top of a large, well-known corporation. For others, it means creating their own large corporation and having their name atop a tall building
April 30, 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
April 22, 2008
Cash Balance Firm ExpandsLouis Kravitz & Associates Inc. has opened 6 satellite offices.Kravitz, Encino, Calif., has set up the offices in Ann Arbor, Mich.; Atlanta; Charleston, S.C.; Las ...
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 ...