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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.
Family Offices’ Top Concerns: Systems Security and Integration
By Michael S. FischerA more robust way to report data is sought, FOX survey finds.
July 19, 2013
Don’t Tell Detroit ‘I Told You So’: News AnalysisWhile the fiscally reckless are learning a painful lesson from Detroit's bankruptcy, it is important that those who cling to hoary principles such as living within ones means learn some lessons, too.
July 16, 2013
LPL’s New Supervisory Rules Will Cost RepsLPL Financial announced to its reps on Monday that it is no longer allowing standalone reps to be their own supervisors. "This move will cause a lot of controversy and ultimately outflow to other firms, Jon Henschen said.
July 15, 2013
AdvisorOne Is Now ThinkAdvisorWeve relaunched and renamed AdvisorOne, the premier site for advisor news and analysis, to ThinkAdvisor. The change reflects our sharpened focus on delivering to advisors the thought leadership they want and need at every stage of their career development.
July 09, 2013
The Elderly Client: 4 Tips to Deal With Cognitive DeclineDespite the vivid reminders of what happens as we age from forgetting to pay a bill to coping with a diagnosis of Alzheimers disease the majority of Americans avoid talking to their children and families about planning for the inevitable.
July 08, 2013
Year later, ‘Aaron’s Last Wish’ to leave a $500 tip lives onHow one generous tip could lead to 50 by Christmas.
July 02, 2013
Pain killer abuse spurs search for safer opioid therapyKilling the addiction by blocking the opiate receptors in the brain.