Family offices

"Clients that are buying your services on price are clients that you don’t want," says consultant Jamie McLaughlin.

The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

The dingy office, even one that provides excellent service, faces an uphill battle.

A Fidelity survey reveals who made what in one of the industry's most opaque segments.