family office services

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.

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  New Threshold Wealth Management Focuses on Mid-Range Wealthy

  By Michael S. Fischer  |  October 8, 2012

  Just below the level of wealthy multigenerational families are private individuals and families who require personalized investment advice and financial planning, but without the panoply of other family office services.

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  The 2012 Top Wealth Managers Profiles: No. 10—Silvercrest Asset Management

  By Marlene Y. Satter, AdvisorOne  |  August 25, 2012

  At No. 10 on the list of Top Wealth Managers: Silvercrest, an employee-owned business that seeks to offer “bespoke service like old private banks”

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  New Hire Roundup: Orizon Joins Mariner

  By Marlene Y. Satter, AdvisorOne  |  July 11, 2012

  This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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  New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient

  By Marlene Y. Satter, AdvisorOne  |  February 22, 2012

  This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.

• Fidelity Family Office Services Adds Alternative Reporting Capabilities

  By Kathleen McBride, AdvisorOne  |  October 13, 2010

  Shared alternative assets can be accounted for daily, on a pro-rated ownership basis for family office clients.