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.
Emphasize caregiving in the LTCI equation
By Margie BarrieI'm targeting baby boomers for my LTCI sales, and I'm realizing that caregiving is an important issue for this group.
April 03, 2009
Vertafore Supports PHAVertafore Inc. has donated $100,000 to the Pulmonary Hypertension Association.
April 01, 2009
Get It WholesaleJust as your clients need trusted advisors, you need some of your own. Since it would be silly to be your own tax preparer or...
April 01, 2009
Seeking PurposeMost successful advisors recognize the importance of connecting intergenerationally with their clients' families. What happens when the advisor discovers the complexity of the family dynamics...
March 29, 2009
N.D. Department Reopens OfficeThe North Dakota Insurance Department has overcome the recent flooding and opened its south office, officials say.
March 25, 2009
Flooding Closes North Dakota OfficeFloods resulting from a blizzard have forced the North Dakota Insurance Department to close its south office today.
March 02, 2009
My Brush With Fame: The Stanford Financial ScandalThe events of the past few weeks have been remarkable to say the least. First, when the Stanford Financial scandal broke, I contacted my editor...
February 28, 2009
Becoming president of your own worldIt's about that time when the politicians and, well, everyone make their first big judgment of the new U.S. president -- the first 100 days. It seems an absurd and random bar to expect someone to change everything that's wrong in