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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.
Baird Adds 7 FAs in Midwest, Southeast from Morgan Stanley
By Janet LevauxThree FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.
February 07, 2011
Julius Baer Profits Fall 9.3%, Plans BuybackJulius Baer Group Ltd. plans to buy back as much as $524 million of shares after full-year profit declined 9.3%.
February 03, 2011
Advisors: 3 ways to improve your reach rateHow many offices are in your immediate vicinity? With all these offices and purportedly all of the people that work in these offices, where, oh where are all the prospects?
February 01, 2011
Location DislocationIndependent advisory firms are beginning to look more like broker-dealers every day.
February 01, 2011
Going Global: Campden Media Buys Institute for Private InvestorsLondon-based Campden Media, which offers publications, research, conferences and networking to ultra-high-net-worth families in the U.S. and Europe, Asia, the Middle East and Russia, has acquired the Institute for Private Investors.
February 01, 2011
Going Global: Campden Media Buys Institute for Private InvestorsThe combination provides a ‘robust networking community of peers.’
January 21, 2011
The most important step in asking for referralsThe most effective referral technique is checking in with a client to see if they recognized the value of the work you've done for them. Here are two sample conversations:
January 19, 2011
Would you hire these guys?The door opens and you step into the elevator. Instantly, you recognize the other person on the elevator as the prime prospect you've been trying to reach for weeks.