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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Why Many Family Offices Are Going Virtual

Family office offerings are a great way for RIAs to meet the unique and often complex financial needs of UHNW individuals and families, and it's no surprise that the number of family offices has increased in recent years. But family offices require more staff to run effectively—and a strained labor market has made hiring a challenge. Some RIAs think they've found a solution: the virtual family office. This article from FA Magazine explains.

[Read The Article]

 

Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

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