May 31, 2013
Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients
Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot
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Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot
One session was so successful that the attendees wouldn't let it end -- surely a conference first, our correspondent believes
Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms
The Industry Sourcebook for RIAs