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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.
Wealthiest Families Show Growing Appetite for Direct Investments
By Michael S. FischerDirect investments are "upending traditional approaches to portfolio construction," says Family Office Exchange.
March 29, 2018
Raymond James Brings on $216M Breakaway Merrill Rep: Recruiting RoundupMeanwhile, Ladenburg Thalmann and Fidelity share their latest recruiting news; Live Oak Bank, FourPointe Consulting and FiComm Partners announce a special workshop series.
March 21, 2018
Boomers' Kids Don't Want Heirlooms. Advisors Can Help.Gen Xers and millennials want memories, not outdated stuff. Appraiser Elizabeth Stewart tells ThinkAdvisor what to do with it.
March 01, 2018
Galvin Expands MetLife Pension Probe to Other FirmsA probe in Massachusetts found hundreds of retirees are owed pensions by MetLife. Now the state is investigating Prudential, Transamerica, Principal Financial and MassMutual.
January 29, 2018
How the Best Advisors Approach Aging ClientsIt takes courage to pull away the protective armor of denial; but if ignored, this denial will rip any family harmony to shreds.
January 05, 2018
12 Ways to Build Strong Relationships With New Financial AdvisorsIt's time to embrace some new ways of interacting and working with the new planners and other staff on your advisory teams.
November 27, 2017
Wealthy Families, Target of Cybercrime, Lack Proper Defenses, Report ShowsMany families fail to audit their publicly available information, shows global report by Campden Wealth and Schillings.
November 14, 2017
Trump’s Tweets Are ‘Official Statements,’ Feds Tell CourtThe question has been on the minds of lawyers and legal scholars since the tweet-happy president took office.