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Latest Comment & Analysis

WM Market Reports
October 15, 2024

The 12th Tech And Ops Trends In Wealth Management Research Report – Now Live

The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organization. ...

New Office
October 8, 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in The Bahamas. ...

Family Office
October 4, 2024

New White Paper Lifts The Lid On Family Offices' Insider Security Threats

Threats to family offices from those who work within it, and other persons, need to be fully understood and prepared for, argues the author of this new report. ...

Strategy
September 9, 2024

SEI Broadcasts Longevity Benefits For OCIO Model

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the dynamics shaping it. ...

Company Profiles
July 31, 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult conversation that HNW travellers must have is about their physical security in case things go wrong. We talk to a fir...

Technology
July 25, 2024

FWR Family Office Cybersecurity, AI Summit – The Report

A range of industry experts cast their eye over cybersecurity programs, the role of AI in the family offices/wealth industry, the impact of new tech on physical security and building resilience are topics addres...

Latest News

Tax
November 4, 2024

American Citizens Abroad Sets Bi-Partisan Stance Over US Expats' Tax Plight

The group, which has pushed for reform to the US tax code, said it welcomed acknowledgement by Vice President Harris of the struggles faced by expat Americans. Earlier in October, it also welcomed former Preside...

Financial Results
November 4, 2024

Summary Of Q2 2024 Results For Private Banking, Wealth Management

A summary of the main North America banks' financial results for the second quarter as they relate to wealth management and private banking. ...

Investment Strategies
November 4, 2024

Spotlight On US Elections – Franklin Templeton

California-based investment manager Franklin Templeton and ClearBridge Investments discuss the investment, fiscal and policy implications of the US elections.  ...

M and A
November 4, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors

The firm, headquartered on the US West Coast, has been growing via the organic route and by mergers and acquisitions. ...

People Moves
November 1, 2024

Europe-Based Infrastructure House Boosts North American Presence

Asset manager Infranity strengthens positioning in North America with first office opening. ...

Fund Management
November 1, 2024

What's New In Investments, Funds? – 3EDGE Asset Management, SEI

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...