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Wall Street & Technology September 23, 2005 Leslie Kramer	Riding the SOA Wave Less a trend and more the wave of the future, the adoption of service-oriented architecture (SOA) has been growing among financial services firms, with some far ahead on the adoption curve.
Bank Technology News March 1, 2008 John Adams	A Nerve Center for the Very, Very Rich After eighteen months of IT research and development, BNY Mellon launches its multi-million dollar Private Workbench, a new Web platform offering myriad reporting and transaction functionality services to high net-worth clients.
Financial Advisor November 2004 Grove & Prince	Family Offices: Assets And Motivations Because a growing number of families want to get into or open a family office, there's never been a greater need to understand the way that family offices function, what they want and how they get it. A survey spotlights some surprising preferences and motivations.
Registered Rep. May 1, 2004 Grove & Prince	E Pluribus Unum As advisors set their sights ever higher, one of the most sought-after types of client is the family office, with advisor notions of the ideal falling just this side of Bill Gates or Warren Buffett.
Financial Advisor October 2004 Grove & Prince	Family Offices: Assets And Motivations As advisors and financial services firms vie to add the most affluent clients to their roster, the family office is at the top of the list when it comes to assets and opportunity.
Financial Advisor June 2006 Grove & Prince	Competing As A Family Office Operating as a multifamily office yields significant benefits for the advisory practice. Satisfied families will help bring other families into the office, which will increase both assets under management and fees.
Financial Advisor January 2005 Grove & Prince	The Future Of The Family Office Several new business models are fueling the growth of these firms: information drawn from the authors' latest book, Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy.
The Motley Fool January 18, 2007 John Finneran	Northern Trust: Gloss and Grit Both aspects of the bank's business sparkled this quarter. But you don't need to be glossy and super-rich to own this stock.
The Motley Fool April 18, 2007 Emil Lee	Northern Trust's Streak as a Steward Continues The financial firm is picking up more business as a custodian of pension funds. Investors, take note.
Financial Advisor December 2004 Grove & Prince	Looking For Leaders Finding the right executive director for the family office: information drawn from the authors' latest book, Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy.
Financial Advisor March 2004	Advisor Emporium Advent for Family Offices is designed to meet the specialized investment management and reporting requirements of multi-disciplinary firms offering integrated financial advice to either single or multiple high-net worth families. The company bills it as the industry's first front-to-back solution for family offices.
Financial Advisor November 2006 Robert Casey	Multiplication Multifamily financial advisory offices report double-digit growth, with smaller organizations leading the way.
Registered Rep. September 1, 2004 Grove & Prince	Onward, Downward The new family-office model has a very different motive: profit, as opposed to privilege.
The Motley Fool March 21, 2006 Michael Liebert	Little Interest in Banking Given the uncertainty surrounding both the direction of the yield curve and the banking industry's credit risk, Northern Trust's private banking and custody focus might make the shares an excellent way to diversify a portfolio's other financial services holdings.
U.S. Banker March 2002 John Hackett	Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players...
Registered Rep. August 13, 2015	Four Tips for Working with Single Family Offices Here are four tips to explore to help you better understand and build a trusted advisor relationship with family offices.
Registered Rep. June 1, 2004 John Churchill	When Big Means Bad One problem with focusing on big-game clients is that sometimes they grow too big; a fact one West Coast wirehouse broker learned the hard way.
Registered Rep. November 12, 2010 Charles Paikert	Single-Family Offices Ready To Make Changes: IPI Survey Four out of ten single-family offices expect to make "material changes" to the way they manage their business over the next 12 to 18 months, according to a new survey from the Institute for Private Investors.
The Motley Fool October 31, 2006 Michael Leibert	Northern Trust on Shakier Ground Third-quarter results prove the bank vulnerable to volatile revenue sources. Investors, take note.
Registered Rep. July 12, 2011 Charles Paikert	Family Office Quandary May Benefit Wealth Managers For single-family offices, a recent Securities and Exchange Commission ruling marked the beginning of an identity crisis writ large -- one that will reshape the family office business and may ultimately benefit wealth and asset managers.
Registered Rep. October 11, 2011 Charles Paikert	Behind U.S. Bank's Big Wealth Management Push U.S. Bank's aggressive bid to boost its wealth management business kicks into high gear this month with the opening of the first offices of Ascent Private Capital Management, the bank's new ultra-high-net-worth division.
Registered Rep. July 1, 2004 David A. Gaffen	More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people.
Wall Street & Technology March 22, 2005 Kerry Massaro	Taking Risks Credit risk management hasn't been a hot topic in the securities industry since the fall of Enron.
Registered Rep. May 18, 2011 Charles Paikert	Multi-Family Offices Struggling to Meet Demand for 'Primacy Role' The role of primacy, being the first call a family makes, is where the opportunity is, but the challenge facing multi-family offices is so severe that few are making it.
Bank Technology News February 2006 Glen Fest	Wealth Management: Taking the veil off ultra-wealth stealth A group of cashed-out executives channel their disappointment in mega-money counseling into a solution private bankers can use for a rich client's query: How much am I worth?
Investment Advisor October 2006 Savita Iyer	Stepping Into The Great Wide Open An open architecture approach is allowing big banks to compete with private banks for the wealthiest clients.
Information Today April 9, 2001 Paula J. Hane	Sopheon's Expert Network Now Available Through Northern Light Sopheon and Northern Light Technology, Inc. have announced a strategic alliance that provides access to Sopheon's Intota scientific and technical expert network through Northern Light's search engine...
Financial Planning October 30, 2006 Drucker & Bruckenstein	Practice Management International Bahrain-based financial advisory firm The Family Office grapples with growth as it serves wealthy families in the Middle East.
Bank Systems & Technology January 30, 2005 Ivan Schneider	Northern Trust Powers Trust Businesses Northern Trust offers a full suite of trust accounting, custody, mutual funds and investment advisory services to its own customers.
Wall Street & Technology August 27, 2004 Fran Denmark	United, We Stand A consolidated view of clients' holdings may be the Holy Grail of investment management, but is Wall Street ready?
Registered Rep. November 1, 2004 Shaw Grove & Alan Prince	Because They Can With more advisors chasing high-net-worth clients, family offices have officially entered "buyer's market" territory, which is bad news for those who dislike tending to the nonfinancial demands of ultrawealthy clients.
Entrepreneur February 2005 Amanda C. Kooser	Workplace 2005 Telecommuting, virtual offices, dispersed staff ... if you're worried that you can't keep up with the ever-changing workplace, never fear. Here's a jump-start on new trends and technologies to help you ease your business into the future.
Registered Rep. October 13, 2010 Charles Paikert	SEC Family Office Ruling Set to Open Doors for RIAs to Gather Assets RIAs can benefit from family offices' inclination to gravitate to smaller, boutique firms, as opposed to working with impersonal financial behemoths.
Registered Rep. June 14, 2011 Charles Paikert	Seller's Market for Family Office Executives, but with Caveats Single-family offices are peculiar places, and prospective employees need to know what they're getting into.
BusinessWeek April 11, 2005 Adrienne Carter	Northern Trust's New Wanderlust When Chicago's Northern Trust Corp. closed a $500 million purchase of the financial-services arm of London's Baring Asset Management in late March, the bank completed a long transition from quiet Midwestern firm to global player.
Financial Planning May 1, 2006 John Parise	Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.
U.S. Banker November 2007 Michael Sisk	Courting Uber-Wealthy Becomes Competitive Sport From the major national banks to smaller regional players there's an emphasis on tapping the ultra-wealthy segment. And for good reason.
Registered Rep. January 26, 2011 Charles Paikert	Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business.
Registered Rep. October 27, 2010 Charles Paikert	Multi-family Offices Riding High; Single-family Offices Recovering But Nervous Multi-family offices have enjoyed strong growth over the past couple of years, while single-family offices are seeing some improvement, but are nervous about new regulation, according to two new surveys.
Wall Street & Technology February 13, 2007 Ivy Schmerken	Asset Managers Push Custodians to Offer Independent Pricing Services for OTC Derivatives The exponential growth of OTC derivatives is forcing custodians to provide independent valuation services to their institutional clients.
The Motley Fool August 3, 2011 Shubh Datta	Northern Trust Trips Up Falling foreign-exchange income felled the bank's second-quarter earnings.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Registered Rep. September 12, 2011 Charles Paikert	More Than Half of Single-Family Offices Outsource Investment Function Investment firms, consultants, wealth boutiques, multi-family offices and even private banks could all gain assets as this trend toward outsourcing escalates.
Financial Planning May 1, 2006 Barr & May	Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game?
Registered Rep. November 22, 2011 Charles Paikert	Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.
Wall Street & Technology August 5, 2007 Melanie Rodier	Northern Trust Hires Cherecwich as Head of Institutional Strategy and Product Development Former State Street Corp. veteran Peter Cherecwich has joined Northern Trust as head of institutional strategy and product development in Chicago.
Wall Street & Technology January 23, 2007 Greg MacSweeney	Mellon Focused on Bank of New York Merger and new Private Wealth Management Platform Mellon is looking to take advantage of the Bank of New York's international reach while launching a new platform that will transform the way wealth managers interact with ultra-high net worth clients' other advisors.
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
Information Today October 17, 2013 Deborah Poulson	Northern Light to the Rescue Corporate customers who are questioning whether they can afford Factiva may have an answer in Northern Light Business News.
Financial Advisor November 2006 Grove & Prince	Wealth Protection For The Affluent Here are the things wealth managers must know to keep their wealthy clients feeling secure.