Charlotte: "I've yet to find the perfect practice management system," explained Wally, "We have spent more money than I like to think about, and our business has been flat for the last three years—and now we're down."

Todd Millay, Managing Director of Choate Investment Advisors, was chosen as one of 40 emerging business leaders for the Boston Business Journal’s 2008 “40 Under 40” award.

– Marsh Inc., the world’s leading insurance broker and risk advisor, has expanded its U.S. Private Client Services Family Office Group to the West Coast with the appointment of its new group leader Pamela Radsch.

Hartman & Craven LLP, a prominent Manhattan-based law firm representing domestic and global clients in various practice areas, announced today new members to its Trusts and Estates practice: Caryn B. Keppler-Citrin as Partner and Aleena R. Shapiro...

Name Firm City, State Est. AUM in $MM Yrs. in Biz Business Description/Specialty 1 Mark T. Curtis Smith Barney Palo Alto, Calif. 15,000 28 Private clients, corporate services, endowments, foundations, retirement plans. 2 Roger Coleman Smith Barney...

What separates the best advisors from the rest

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Family Office Exchange (FOX), the leading provider of research, education and networking services to private wealth owners, family office executives and wealth advisors, today reaffirmed its commitment to global growth, adding two more senior...

It has been a cruel year for a lot of wirehouse advisors, with the sub-prime and ARS messes eroding client confidence in their firms. But times are good for registered investment adviser (RIA) firms. In fact, there is new evidence out there that...