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.
FPA Relocates D.C. Staff
By Staff WriterThe Financial Planning Association has moved its Washington office.The new office, which houses the FPA's government relations staff, its new public affairs department and its ...
January 05, 2006
Lincoln, Jefferson Schedule March 20 Deal VoteShareholders of Lincoln National Corp. and shareholders of Jefferson-Pilot Corp. will meet 10 a.m. March 20 to vote on the companies' proposed merger.Shareholders of Lincoln ...
January 01, 2006
On Your Way Up . . .The wise folks who make a living by studying advisory firms and consulting to advisory firms, and figuring out what the most successful firms have...
December 29, 2005
The Duck ReturnsAflac Inc. will unveil the 24th television commercial in the Aflac Duck campaign Jan. 1.[@@]The new ad, "Pitchin In," will show the duck taking ...
December 23, 2005
Happy HolidaysThe NU Online News Service will be on hiatus until Tuesday.[@@]The staff of National Underwriter and its sister publications of Highline Media wish you ...
December 19, 2005
Big Plans For Europe's InsolvenciesBOSTON (HedgeWorld.com)--Brown Rudnick Berlack Israels LLP, an international law firm that does a lot of work for alternative investment interests, announced Tuesday the appointment of new partner Peter J.M. Declercq to the bankruptcy and finance department in its London office. Until Dec. 12, Mr. Declercq was a partner at Akin...
December 12, 2005
Reinsurer Opens Florida BranchJohn B. Collins Associates Inc. is setting up an office in Tampa, Fla.[@@]Collins, Minneapolis, a reinsurance brokerage firm, says it is setting up the ...
December 01, 2005
Key Success CriteriaHere's a sample of a one-page document to show clients how their plan will pay off. Visionary Financial Advisors, LLC Helping Successful Families Create Happy & Prosperous...