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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.
Going Global: Campden Media Buys Institute for Private Investors
By Kate McBrideThe combination provides a ‘robust networking community of peers.’
January 19, 2011
China’s Hu Meets Obama at White HouseTouching on a key source of tension between the U.S. and China, President Barack Obama greeted Chinese President Hu Jintao on Wednesday by stressing the need for nations to observe universal human rights.
January 11, 2011
Family Office Exchange Reports on Sustaining Small Family OfficeFOX finds that ‘sustaining wealth’ and ‘transitions’ are top concerns for family offices.
January 06, 2011
Strategic Giving Satisfies Dual Goals of Family FoundationsWorking together to develop a grant-making strategy allows family members to exchange ideas and find common ground.
January 01, 2011
If You Want Something Done, Ask a Busy PersonWhen I work with advisors on consulting projects, I have only one requirement: You have to talk to me over the phone every other week for one hour.
December 25, 2010
Merry Christmas!We hope that you, your loved ones and your business associates will have a great holiday.
December 22, 2010
Hedge Fund to Use Twitter in Market Research. OMGSocial networking site will help a hedge fund predict stock moves based on identifying the use of emotional words.
December 16, 2010
Mortgage Rates Hit 5%; Housing Starts Rose in NovemberMortgage rates continued their steady upward trend on Thursday, hitting 5% for 30-year fixed rates for the first time since May.