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Articles tagged "Family Office Exchange"


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Gregory Curtis: You have to stick to your knitting even if it costs you business -- which it will.

An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues

Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal

May 3, 2012 at 5:21 AM

David Loeper: The '68 convertible wasn't [the biggest] priority for the client but when he was overfunded, we told him to go buy it. Then we found one for him.

Four on the floor: Items of interest to RIAs this week

Russell defines the RIA-client gap, the latest from Loeper's Wealthcare, Vanguard halves a fund fee and FOX announces a make-your-own-family-office seminar

December 8, 2011 at 6:05 AM

David Lincoln: Many of these family offices used to be content with slow growth, but now they find that they need to demonstrate vibrant to attract top talent.

Smelling blood on Wall Street, genteel family offices are using the 'S' word, study shows

A sales culture is being driven by competitve pressures and opportunities for fresh assets that are too tempting to pass up

October 4, 2011 at 3:07 PM

Leigh Faber will consult advisors and family offices in how to serve the ultra-affluent more effectively.

Family Office Exchange is betting that RIAs and the ultra-affluent can't get enough of each other

FOX sees niche as big RIAs fill fiduciary void, banks lose their hegemony and the economy mints more ultra-affluent investors

May 31, 2011 at 1:38 PM

Tea Partiers such as Michele Bachmann may change the enforcement landscape for investment advisors by putting some agencies on starvation budgets.

The 7 government actions that could reshape the advisory business in 2011

Funding may derail some grand plans, but regulations roll on (and so do tax threats)

January 7, 2011 at 1:49 PM

Edward Orazem says that Fidelity grew single family office assets 54% by killing banks on cost, capital markets services and alternative investments technology.

Fidelity is winning family office assets at a terrific rate

Ex-Citi executive is putting the people and technology in place to lure assets from slow-footed banks

October 13, 2010 at 4:25 AM

Charles Lowenhaupt:  What was really clear after 2008 was that diligence and process were the gold standard.

Two longtime fiduciary advocates make a pitch for family offices to sign on to standards

After Bernie Madoff and now Kenneth Starr, the family office business seems in need of some better guidelines.

June 2, 2010 at 3:50 AM

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