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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 Office Leaders Call for Fiduciary Standard
By Kate McBrideLeaders of several of the largest family office advisors and family office associations are urging Congress to "Fight for All Investors and Put the Fiduciary Standard in Wall Street Reform."
June 01, 2010
DisclaimersHave you noticed that as the baby boom generation ages, the advertising we see on television changes along with them? Think back to those golden...
June 01, 2010
The Affluentialist: Growing Up Rich and ResponsibleIn last month's column, we explored potential damages to families and individuals when children of wealthy families grow up unprepared for responsibilities they'll inherit. While...
May 31, 2010
Stow your files to keep clients safeMessy desks may be the sign of a creative mind. But they're also a big compliance risk.
May 28, 2010
Memorial DayWe would like to give our deepest thanks to any readers who have served or are serving in the armed forces and those with loved ones in the armed forces.
May 25, 2010
Prudential U.K. Unit To Employ 400 Near NashvilleJackson National Life Insurance Company plans to set up a regional headquarters office in Franklin, Tenn.
May 19, 2010
Cambridge Survey: Wealthy Families Report What's on Their MindsHigh-net-worth individuals and families share many portfolio concerns with not-for-profit organizations, but differences between the two groups exist as well, according to a Cambridge Associates survey released Monday, May 17.
May 19, 2010
New Greenway Family Office in St. Louis Serves High Net Worth ClientsJoan Malloy, a veteran wealth management specialist, and two partners have formed the Greenway Family Office in St. Louis to serve high net worth families through a multi-family office structure.