08.18.08 - Look for our representatives at the Boomer All Circles Meeting in Kansas City, August 23rd through the 25th..
06.19.08 - FamilyOfficeNetwork® is thrilled that Bob Veres, a highly regarded financial planning industry columnist, featured our client portal in his June edition of "Inside Information" Read More
05.22.08 - New features have been rolled out. Find out about them here.04.01.08 - FamilyOfficeNetwork® is now Safe Harbor certified More Info
Bottom Line Benefit of FamilyOfficeNetwork®
by Ashley Kavitz
Bottom Line Benefit with FamilyOfficeNetwork®
Today's headlines are shouting about the economy, or lack thereof, and its effects on citizens. In these uncertain times, even...Read more
Article Date: 2008-07-01 | Author: David Port & John Sullivan |
Top tech tools for turbulent markets
by David Port & John Sullivan
What new, cutting-edge tech features are available to advisors? Is your broker/dealer making them available? And in an increasingly complicated and competitive market environment, how can they help...Read more
Article Date: 2006-07-19 | Author: Peter R. Wheeler |
Coping With Change – Financial Professionals Must Adapt
by Peter R. Wheeler
Purpose: This paper discusses developments in the trend in the financial services industry away from single discipline practices such as accounting, banking, investment management, etc., to comprehensive...Read more
Article Date: 2005-09-09 | Author: Peter R. Wheeler, CLU, ChFC, CFP, CIMC |
Wealth Management - Delivering on the Promise
by Peter R. Wheeler, CLU, ChFC, CFP, CIMC
Wealth Management is not just a title, it is a process. It means knowing much more about your client and taking on many new responsibilities. It means finding an efficient way to work with other advisors,...Read more
Printer Friendly