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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
How Advisors Can Help Prevent Wealthy Families From Losing It All
By Bernice NapachIn his book, More Than Money, Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
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.
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.