Here is a summary of the most eye-catching articles and videos we ran during October.

October was a busy month for North American and wider wealth management, perhaps unsurprisingly as firms look to make targets in the final quarter of the year, deal with year-end and 2020 planning issues. Here are the stories and features that generated considerable impact this month. 

An article looking at the important of home inventories in planning for upheavals of all kinds can be seen here. 

We scored an exclusive about new research that the publisher of this news service conducted alongside technology Finantix. The study is about the sector’s use of tech to find new clients.

When people age, naturally certain issues crop up in terms of planning and transfer. Well-known industry figure and commentator Charles Lowenhaupt generated plenty of interest with thoughts here.

Editor Tom Burroughes and this publication’s chief executive Stephen Harris had a wide-ranging conversation about how technology changes how client-facing advisors work. Short summary: it is not a threat, but an opportunity!

We worked with our partner Highworth to explore how large European family offices are in comparison with the region’s pension fund industry. This will be of interest to North American readers trying to compare their own industry with that across the pond.

We summarized the conversations held during a recent FWR Breakfast Briefing, held in New York, about the role of IFCs and The Bahamas in particular.

This article delves deep into the business model of the Registered Investment Advisor, exploring what should be its defining qualities and some of the associated controversies. It is part of a series of analyses from the UHNW Institute.
 
Stephen Harris, chief executive at ClearView Financial Media, publisher of this news service, talks to Rick Pitcairn, chief investment officer of Pitcairn, the US-based family office business. We talk to Rick at the firm’s offices in Midtown, Manhattan.
 
The accounting, tax and advisory firm, PKF O’Connor Davies, has recruited a familiar figure in the US wealth sector to lead the new group. That story was understandably widely read.

Another of our WEALTH TALK clips caused interest through the discussion about single family offices and how a brighter light is shining on this space - thanks to a media partnership involving this news service.