A client’s attitude toward money is often rooted in early life experiences, and heavily influences how they approach risk, investments and wealth planning.
All business-owning families already have governance in place on multiple levels, but it’s often overlooked.
Advisors need to stop trying to target millennials as a whole, Focus partner MW Lomax acquires Westwood Group and Merrill hires an advisor away from BTG Pactual.
S&P updates market cap guidelines, bumping Raymond James into the S&P 500, American household wealth hits record high and David High becomes BNY Mellon's senior wealth director in Philadelphia.
A recent Wall Street Journal article highlights this new trend
Interested individuals should begin 2017 planning immediately
Open communication amongst family members is crucial
Michigan, the 10th largest U.S. college endowment, had investments with about 250 managers as of June 30
