Industry

MFDA sets settlement hearing for Mary Lambros

The MFDA today announced that it has issued a Notice of Settlement Hearing regarding the presentation, review and consideration of a proposed settlement agreement by a Hearing Panel of the MFDA’s Central Regional Council. The settlement agreement will be between Staff of the MFDA and Mary Lorelei Lambros (the “Respondent”) and involves matters for which […]

By Staff |November 19, 2010

2 min read

Briefly: “MFDA sets hearing for Mary Lambros” and more news

The MFDA today announced that it has issued a Notice of Settlement Hearing regarding the presentation, review and consideration of a proposed settlement agreement by a Hearing Panel of the MFDA’s Central Regional Council. The settlement agreement will be between Staff of the MFDA and Mary Lorelei Lambros (the “Respondent”) and involves matters for which […]

By Staff |November 19, 2010

5 min read

The family office evolved

Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional […]

By Mariellen Ward |November 19, 2010

9 min read

Tying the Knot: Growth by merger

Meet for coffee, date, get hitched. The milestones of a successful personal relationship can also be applied to the merger of a business. As a lucky participant in a so-far successful merger of two financial planning practices, here’s what else I’ve learned: Know these things before you sit down to negotiate your partnership, otherwise you […]

By Kathleen Peace |November 19, 2010

2 min read