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Archive
"Top 100 Independent Financial Advisors 2010"
Barron's,
8/28/2010
"What Wealthy Prospects Want Now"
Wall Street Journal,
8/4/2010
"Family Offices Fret over Dodd-Frank Disclosures"
Investment News,
7/25/2010
"RIA M&A Off to a Red-Hot Start"
Investment News,
7/25/2010
"GenSpring Adds Investment Officer in Connecticut"
Wall Street Journal,
7/14/2010
"2010 Top Wealth Manager Rankings"
Wealth Manager Magazine,
7/9/2010
"America's Top 100 Financial Planner RIA's"
Financial Advisor Magazine,
7/8/2010
"GenSpring Adds Family Investment Officer"
Investment News,
6/29/2010
"Five Common Investing Mistakes to Avoid"
MarketWatch—Wall Street Journal.com,
6/23/2010
"Oprah Winfrey Opts for Her Own Private Financial Adviser"
New York Times,
6/21/2010
"On the Frontline: Family Offices and Online Security"
Campden Family Office Magazine,
6/17/2010
"GenSpring defines the fiduciary divide"
Investment News,
6/16/2010
"Wealth Firms Tackle Shift to Goals-Based Mode"
FundFire,
6/15/2010
"Ultra Wealthy Urged to Restrain Spending"
Financial Advisor Magazine,
6/15/2010
"GenSpring nabs wealth management vet to lead California expansion"
Investment News,
6/9/2010
"Family Office Leaders Call for Fiduciary Standard"
Wealth Manager Magazine,
6/8/2010
"GenSpring Appoints Mushkat to Lead N. California Business Development"
The Wallstreet Journal,
6/8/2010
"News Release: Genspring Family Offices Announces Presence in Northern California"
6/8/2010
"Bridging the Gap"
Investment News,
5/30/2010
"Women Holding Wealth: A Changing Model"
Wealth Manager Magazine
, 5/4/2010
"Women Managing Wealth"
Wealth Manager Magazine,
5/4/2010
"Standing Out: Women Are Leading Wealth Management"
Wealth Manager Magazine,
5/4/2010
'Who Are the Top 50 Women in Wealth Management?"
Wealth Manager Magazine,
5/4/2010
"Fearing Inflation, Wealthy Stock Up on Hard Assets"
Investment News,
5/2/2010
"Goldman Sachs SEC Case Divides Wealth Managers"
Family Wealth Report,
4/27/2010
"GenSpring To Boost Family Business Center Profile"
Family Wealth Report,
4/13/2010
"Top Wealth Managers Pulse—Read the Review"
Wealth Manager Magazine,
4/7/2010
"Top Wealth Managers Quarterly Pulse Ranking"—Q4 2009"
Wealth Manager Magazine,
4/7/2010
'Forbes Top 50 Fee-Only Advisors: On the Side of Families"
Forbes.com,
3/29/2010
"Where You Sit"
Poder 360°,
3/15/2010
"Wealthy Family Clients Raise Service Bar"
FUNDfire
, 3/11/2010
"The RIA Giants: Top fee-only firms ranked nationally by discretionary assets under management"
Investment News,
3/11/2010
"Wealth-Firm Prospects Take a Hard Line"
The Wall Street Journal.com,
3/8/2010
"GenSpring seeks European MFO, SFO deals"
Private Banker International,
3/1/2010
"Third Party Search Consultants Growing Rapidly"
Family Wealth Report,
3/1/2010
"GenSpring Changes Leadership at Phoenix Office"
Family Wealth Report,
2/25/2010
"GenSpring—A Multi-Family Office with Momentum, Challenges"
Family Wealth Report,
1/28/2010
View archived news links prior to January, 2009
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News Highlights
GenSpring Ranked Number One in Financial Advisor's 2010 RIA Ranking
GenSpring shortlisted for Multi-Family Office Team of the Year in the 2010 STEP (Society of Trust and Estate Practitioners) Private Client Awards. Winners to be announced in October.
GenSpring Family Offices ranks number one among independent advisors in the
Investment News
ranking, "RIA Giants."
CEO Mel Lagomasino featured as one of the top 50 Women in wealth management by
Wealth Manager
magazine
GenSpring ranked Number 1 in
Forbes.com
"Top 50 Fee-Only Advisors" ranking
Barron’s Penta
issue features family office article, "Watching Over the Family Fortune"
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