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Technology has always outpaced regulation, and social media is no exception. This paper examines the main social media outlets, provides tips for advisors that choose to navigate these sites and lays out a best practices framework for developing a comprehensive social media policy.

Wealth management decisions carry an inherent risk for all investors but especially for ultra-wealthy families that require the services of a range of providers. Regardless of the advisory firm a family selects, it’s in the family’s best interest to ensure that, above all, the firm adheres to five core fiduciary principles of wealth management.

Case management, a new concept in the addiction and behavioral health field, can significantly increase the likelihood of sustained recovery for individuals who suffer from chronic diseases such as alcoholism, drug dependence, depression and other addictive and behavioral disorders.

Supportive and knowledgeable family members can be very influential in supporting a loved one’s recovery from addiction. With the help of a trusted addiction counselor, families can become “positive enablers” by developing a long-term recovery management plan, looking for effective treatment and identifying sources of leverage for treatment compliance.

This article discusses the different roles an investment consultant plays in providing services to your foundation:Investment Partner Fidicuary Advisor Educator Administrator, andPhilanthropic SupporterA checklist of questions to ask a prospective investment consultant is provided.

A software consultant to financial services firms provides some food for thought about the extensive use of custom built Excel-based applications. The article touches on reasons why the use of Excel may be hurting your advisory firm or family office, reasons to review your existing Excel applications in use and whether you should consider other options.

Changing client behaviors are having a big impact on the levels of service and communications High Net Worth Investors (HNWI’s) expect from their wealth manager. This report details some of the key expectations of today's wealthy investors.

Business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents.

Wealth management firms are beginning to understand the value of their data, the efforts required to maintain it and the importance of managing and storing data accurately. This white paper looks at why data aggregation has become so important and dives into the various risks and rewards associated with different data aggregation options.