Redirecting to the Editorial Board

Latest Comment & Analysis

Asset Management
July 7, 2025

Index Investing – How To Solve The "Reconstitution" Problem

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives" – the reality is that investors have shrinking choices in public, listed markets, which raises the need to find ...

Alt Investments
June 26, 2025

Alternatives Face Mounting Scrutiny, Skepticism

In the first of two articles looking at the growing use by HNW, affluent and even retail investors of what are loosely dubbed alternative assets, we note a level of skepticism that is becoming more evident about...

Strategy
June 24, 2025

The Beautiful Game: How Citi Wealth Works With Sports Team Owners

With multi-millionaires and billionaires spending huge amounts on sports teams in the US and overseas, this has become a significant banking opportunity. We talk to Citi Wealth, part of Citigroup, and its head o...

Family Office
June 5, 2025

A Finger On The Pulse: Squire Patton Boggs' Family Office Practice

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector and how the team of experts at the law firm see challenges and opportunities unfolding. ...

Wealth Strategies
May 2, 2025

A Powerful Investment Most Investors Overlook: Paying Less Tax

Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...

Latest News

People Moves
August 18, 2025

Who's Moving Where In Wealth Management – Sterlington

The latest moves, appointments and other personnel changes in the North American wealth management sector. ...

New Products
August 18, 2025

New Massachusetts-Based Wealth Advisor Takes Flight

The firm has affiliated with Osaic, one of several wealth management organizations to have done so in recent months. ...

Technology
August 18, 2025

Digital Digest: The Latest Tech News – Fynancial

The latest technology news in the wealth management sector in North America. ...

People Moves
August 15, 2025

Summary Of North American Wealth Management Senior Moves – June 2025

A roundup of moves, appointments and personnel changes in North America's wealth sector during June. Big changes included the confirmation of the new CEO at Hightower. ...

People Moves
August 15, 2025

Who's Moving Where In Wealth Management? – Citi Wealth, Raymond James

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

M and A
August 15, 2025

Corient Adds Dallas-Based Firm With $1.54 Billion AuM

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...