12/14/2014

Barry Diamond Headlines Ivy Family Office Art Basel Forum

The Ivy Family Office Network hosted its December 2014 Family Office and Ultra High Net Worth Outlook Forum in Miami, FL on December 1st. Barry Diamond, Chief Investment Officer of The Harrison Group, Inc., led a panel discussion on "Portfolio Alloca

12/05/2014

Fewer, Bigger Firms Are the Way of the Future

Wealth management firms and asset managers with retail third-party distribution understand the risk associated with an aging advisory population and few solutions on the horizon," states Bing Waldert, director at Cerulli.