Thoughtful Research and Free Finances

With the family office and wealth management industry being as private is it, how are those who work in the industry ever supposed to find actionable data to help them do their jobs better?

BNY Acquires Canadian Wealth Firm

Ladenburg Thalmann Acquires Premier Trust

Harris Private Bank Targets Local Clients

Private Banks To Benefit From Data Techniques

Convergent Advisors Receive Top Ranking

Regulatory Uncertainty and the Future of the Family Office

With the financial reform bill influx, many family offices are awaiting further ruling from the Securities and Exchange Commission (SEC) to see how they plan to define a family office and how they will execute regulating them, if they so choose.

“Dealing with the healthcare system now is tough, but dealing with the system in the future will be even tougher.”

-- Bruce Spector, chairman and founder, PinnacleCare, while discussing the importance of healthcare for high-net-worth individuals.