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.
News that gets noticed
By Mike WerlingSmall-business owners, and financial advisors in particular, know that one key to survival is getting the word out about the products and services they offer. Public relations, by whatever name it is known, is a means to an end. The problem for many
May 06, 2007
Wanted: Quarterback For Special Needs PlanningWith baby boomers fast approaching their 60s, the media's attention has shifted from parenting and surviving the empty-nest syndrome to how to have a successful ...
May 03, 2007
TAG Wins Administration ContractErie Family Life Insurance Company has hired a unit of Perot Systems Corp. to administer its life and annuity products on the Perot LifeSys policy ...
May 03, 2007
TAG Wins Administration ContractErie Family Life Insurance Company has hired a unit of Perot Systems Corp. to administer its life and annuity products on the Perot LifeSys policy ...
May 03, 2007
Cricket and Bollywood - My Experience Serving the South Asian MarketBy now, we all have heard the call to diversify - not only in the workplace, but in our markets as well. As research has confirmed, an inclusive and insightful approach to multicultural markets is not
May 02, 2007
Cricket and Bollywood - My Experience Serving the South Asian MarketBy now, we all have heard the call to diversify - not only in the workplace, but in our markets as well. As research has confirmed, an inclusive and insightful approach to multicultural markets is not
May 01, 2007
GAO Gives House Benefits PrimerU.S. employers are trying to cut benefits costs by outsourcing more and using more temporary workers.Researchers at the U.S. Government Accountability Office have discussed that ...
May 01, 2007
SSgA Shuffles StructureState Street Global Advisors (SSgA) has reshuffled its sales and relationship management team that serves financial intermediaries. Its newly renamed Intermediary Business Group comprises multiple...