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.
Diverse Family Structures Complicate Wealth Transfer
By Michael S. FischerSingle-parent families are best prepared to pass on wealth to the next generation, RBC found in a survey.
April 04, 2017
Tim Duncan’s Former Advisor Pleads Guilty to FraudThe retired NBA star issued a statement after Charles Banks admitted to wire fraud in San Antonio.
April 03, 2017
Is Microsoft Office 365 Right for Your Firm?The familiar tech giant may provide some overlooked efficiencies for smaller firms.
February 15, 2017
Puzder Withdraws From Labor Secretary NominationMounting opposition and Puzder being "very tired of the abuse," according to a source, led to him bowing out.
February 08, 2017
Can You Hear Me Now? The Tech Scam Better ExplainedClarifying the details, and the seriousness, of the 'Can you hear me now?' telephone scam.
January 26, 2017
White House Reporter Talks Trump, Tweeting and TrustAt FSI OneVoice, former ABC News reporter Ann Compton gives advisors a taste of the challenges and lessons of presidential power.
January 20, 2017
For Families With Special Needs, Listening Is Key for AdvisorsParents of children with special needs are facing a three-fold challenge when it comes to financial planning.
January 04, 2017
Montana warns of surprise air ambulance billsRegulators note that emergency care providers may choose the transportation option.