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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.
FOX Offers Help on SEC’s New Family Office Regs
By Michael S. FischerWith family offices having until March 12, 2012, to decide whether they must register with the SEC or applicable state authorities, Family Office Exchange has a workshop to help them decide.
July 24, 2011
Citizen CainI have long disliked Murdoch's willingness to disguise editorials as news (especially in the U.S., with Fox News).
July 15, 2011
Consumer Sentiment Hits Lowest Level Since March 2009: ReutersConsumer sentiment as measured by Thomson Reuters and the University of Michigan fell in early July to the lowest level since March 2009, the news agency reported Friday.
July 11, 2011
Wealth Management Firms Lack Comprehensive 'Onboarding' ProcessAdvisors risk increased client attrition, missed growth opportunities and regulatory peril, according to Aite report.
July 09, 2011
Advisors: You are not a financial jukeboxOne of my clients said that at family events, his family members all want to talk about their investments that they have with him. Here is my suggestion for him.
July 09, 2011
Advisors: You are not a financial jukeboxOne of my clients said that at family events, his family members all want to talk about their investments that they have with him. Here is my suggestion for him.
July 01, 2011
Something StupidAs I basked in the lone ray of sunshine at my son’s recent lacrosse game, I saw John (name changed to protect the innocent). John is a district…
July 01, 2011
Summer Doldrums? Time to Grow Through Media ExposureSummer offers a great opportunity for investment advisors and money managers to get some media exposure in addition to sun exposure. Investment professionals…