Articles tagged "Family Office Exchange"

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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 — 5:21 AM UTC

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 — 6:05 AM UTC

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 — 3:07 PM UTC

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 — 1:38 PM UTC

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 — 1:49 PM UTC

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 — 4:25 AM UTC

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 — 3:50 AM UTC
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