UHNW Client Services
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.
Personnel Changes: Philadephia Financial, GenSpring, Aon
By staff WriterPhiladelphia Financial, Plymouth Meeting, Pa., announced it has hired Ken Kilbane as executive vice president of strategic initiatives.
November 09, 2010
Moving to the Cloud for My CRMMike Patton's latest landmarks on the Road to Independence? Moving his office back home, changing his CRM software, and shifting his practice's Web site and client portal.
October 28, 2010
'Social proof' and the speed of trust (part 1)Recent research has shown that 55 percent of why your prospects decide to buy is based on your office space
October 27, 2010
'Social proof' and the speed of trust (part 1)Recent research has shown that 55 percent of why your prospects decide to buy is based on your office space
October 25, 2010
Should I Keep My Office, or Work From Home?Mike Patton is leaning toward jettisoning an unrealistic client, though right now he's wondering if he should maintain his outside office or work from home.
October 25, 2010
Fidelity Investments Offers Family Office Services to RIA FirmsRIA's ultra-high-net-worth clients can get 'sophisticated resources' previously reserved for wealthy families.
October 19, 2010
Housing Starts in September Rose for Third Straight MonthThe housing numbers released by the government on Tuesday showed an increase in housing starts, which were up for the third straight month.
October 19, 2010
Pathstone Family Office Retains Back-Office Services of Foundation SourcePathstone Family Office has retained Foundation Source to provide administrative and support services to complement the expertise and counsel Pathstone provides to its client families.