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.
Nationwide Plans to Make Work-From-Home Permanent for Some Offices
By Allison BellThe company intends to make an exception for an annuity distribution center in Kentucky.
April 22, 2020
COVID-19 Aid May Need an Extension: House Budget CommitteeSome of the enhanced unemployment payments in the stimulus bills will expire this summer.
April 20, 2020
Spring Cleaning Your BusinessEven if you can't go to your office, you can get a jump on this.
March 27, 2020
Advisors: Now Isn't the Time to Halt Your TransitionIn uncertain times, these three silver linings may make this a productive opportunity for advisors looking to make a move.
March 25, 2020
Family Offices See Market Recovery Within 12 Months: SurveyFamily office portfolios have outperformed most stock markets, a survey finds.
March 24, 2020
Edward Jones Restricts In-Person Client MeetingsThe firm, though, is keeping its branches open.
March 19, 2020
Wirehouses Pushing Remote Work, but Offices Stay OpenMerrill, Morgan Stanley, UBS and Wells Fargo Advisors are updating policies to adjust to the pandemic.
March 17, 2020
Trump Administration Seeks $850B Stimulus Bill to Fight Virus FalloutTreasury Secretary Mnuchin is said to be seeking aid for airlines and small businesses as well as a possible payroll tax cut.