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.
Feds Award Trademark Status
By Staff WriterThe U.S. Patent and Trademark Office has granted registered trademark status to the Benefit Analyzer and Benefit Planner services from Benefit Informatics Inc.The Benefit Analyzer ...
August 20, 2006
To Spy, Or Not To SpyBelieve it or not, some of the most fascinating data on the odious underbelly of human behavior can be found on late night television--wedged between ...
August 01, 2006
Andrew Kaiser asked himself a tough questionIn late 2003, after the unexpected death of his six-year-old son, Wall Street veteran Andrew Kaiser asked himself a tough question: Did he want to...
July 01, 2006
No Meal, No DealNow that cold calling has joined stockbrokers in heaven (or more likely the lower regions), seminars, "cold walking" and direct mail have become the only...
June 29, 2006
Milliman: Average U.S. Family Spends $13,382 On Medical Care"Average American families of 4" may be spending more than they expect, but still less than their fair share, on health coverage.Researchers at Milliman Inc., ...
June 01, 2006
Thicker than waterDid you hear the one about selling long term care insurance? The punch line goes something like, "Better invite the whole family. No, really - everyone but the pets." We know what you might be thinking: The more people brought into the initial sales
June 01, 2006
Wachovia Completes New York Market TeamThere's a new face at Wachovia Securities' Park Avenue branch in New York. The office at 250 Park (between East 46th and 47th streets) is...
June 01, 2006
The InterpreterMyra Salzer is a modest person. While she has been an advisor since 1983 (her first career was as a chemical engineer), she hints that...