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.
Post-Harvey, How Broker-Dealers Are Supporting Their Advisors
By Danielle AndrusWe talked with some of our 2017 Broker-Dealers of the Year to learn how theyre helping their advisors affected by Harvey.
July 07, 2017
5 Paid Family Leave Possibilities, for AgentsOpportunities to explain this new benefit to employers and consumers may grow.
June 27, 2017
How Advisors Can Help Prevent Wealthy Families From Losing It AllIn his book, More Than Money, Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
June 14, 2017
Diverse Family Structures Complicate Wealth TransferSingle-parent families are best prepared to pass on wealth to the next generation, RBC found in a survey.
May 30, 2017
Former Advisor Charged with Taking $4.5M From Ex-NFL PlayerAn FBI investigation led to the charges facing the former financial advisor to defensive tackle Cory Redding.
April 20, 2017
Inside the Big-Money Marriage of Simon & Sons, Massey QuickThe principals of RIA Massey Quick and family office William E. Simon & Sons talked to ThinkAdvisor about their recent multibillion-dollar merger.
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.