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.
What Advisors Should Know About 80% of American Families
By Olivia Mellan, Sherry ChristieMarried parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
June 15, 2015
Thomas Friedman: How to make your way in a flat, fast world"The world is not only flat, but its getting so fast that we all need to pause and figure out exactly where we are," Friedman told thousands of attendees.
June 15, 2015
Advisor Fights Cancer, Punches Through Million-Dollar Level in Same YearTodd Burys brush with mortality actually spurred his efforts to accelerate his business growth while putting his life in perspective.
June 11, 2015
What 10 Republican presidential hopefuls say they'd do firstThree say they would start by trying to repeal or change PPACA.
June 10, 2015
New Hire Roundup: SEC Names Regional Director in Salt Lake CityMeanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
June 09, 2015
12 of the most toxic employeesThese employees take a heavy toll on coworkers and the bottom line.
June 04, 2015
You're ending your emails wrong: Why "best" is actually the worstSo how do you choose? Yours sounds too Hallmark. Warmest regards is too effusive. Thanks is fine, but its often used when theres no gratitude necessary.
June 02, 2015
Funeral planning for estate planners: 5 items to considerFuneral planning can make for a difficult conversation, but it's an important one to have with clients.