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Latest Comment & Analysis

Practice Strategies
June 5, 2024

Rise Of AI Puts Data Security In Spotlight For Wealth Sector

We talk to a US-headquartered firm that protects sensitive data by substituting it with a randomly generated surrogate value known as a token. This approach comes as AI and other technologies generate demands fo...

May 28, 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater to people with between $250,000 and just above $1 million of investible wealth – a sector arguably calling for ...

May 14, 2024

EXCLUSIVE: Focus On AI's Role In Wealth Management

Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered Fidelity National Information Services (FIS), discusses with this news service how wealth management will evolve...

May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector of foundations is evolving, and the approach of the man who recently joined from the financial data and wealth m...

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative investments about its views on this market area, which has been hot in recent years. ...

April 19, 2024

HNW Americans Smile On "Golden Visas" – And What's Next

A marker for globalization and the degree of unfettered movement that people enjoy, the market for citizenship/residency-by-investment has developed rapidly since early days when it was dominated by a handful of...

Latest News

June 19, 2024

Philanthropy Platform, AssetMark Partner Over DAF Solution

The alliance is an example of the kind of developments affecting donor-advised funds, a major conduit for philanthropy in the US. ...

People Moves
June 19, 2024

RBC Wealth Management In US Recruits Virginia Team

The multi-generational team of advisors is based in Virginia. ...

People Moves
June 19, 2024

Who's Moving Where In Wealth Management? – Ritholtz, Winthrop, Others

The latest senior moves, appointments and personnel changes in the North American wealth management industry. ...

Wealth Strategies
June 18, 2024

Study Shows Big HNW Age Divergence Over Economic Outlook – BoA Private Bank

The study from the US private bank delved into the details of how different HNW age groups think about financial markets, sources of return, where they obtain financial data, and more. ...

June 18, 2024

Cybersecurity For Family Offices – Effective Strategies

The cybersecurity landscape is continuously evolving, and family offices must stay vigilant to protect their sensitive information and assets, so the author of this article argues. ...

Investment Strategies
June 18, 2024

Dutch Investment House Raises EU Equity Exposure, Cuts US Investment-Grade Credit

Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen, a firm based in the Netherlands, discusses the firm's latest asset allocation, notably the shift toward equities. ...