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.
TAG Wins Administration Contract
By Staff WriterErie 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 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...
May 01, 2007
Making the Right ChoiceClients often name a friend or relative as a trustee based on that person being "the responsible one." The friend or family member may even...
April 12, 2007
Finding Space; Learning a Software LessonWhat's the saying--change is inevitable? Well, my second week of independence was no exception. I mentioned in my last blog that I had found office...
April 01, 2007
Child Is Father to the ManIm gonna be like you, dad. You know I'm gonna be like you." I doubt if there are many parents who can listen to Harry Chapin...
March 31, 2007
Understanding decision-making strategiesWhy is selling so easy? Well, think about it. The other person is meeting with you and when he buys, he is putting his trust in you because you are an expert about something that is important to him. If he knew (or was interested in knowing) as much
March 18, 2007
Handling Details For Seniors Could Be Coming Opportunity, Exec SaysEdmond Walters, chairman and CEO of eMoneyAdvisor, Conshohocken, Pa., sees a lucrative new business opportunity opening up as the U.S. population ages.Increasingly, financial advisors will ...