Latest Comment & Analysis
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. ...
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 ...
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...
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...
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. ...
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
Who's Moving Where In Wealth Management – Sterlington
The latest moves, appointments and other personnel changes in the North American wealth management sector. ...
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. ...
Digital Digest: The Latest Tech News – Fynancial
The latest technology news in the wealth management sector in North America. ...
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. ...
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. ...
Corient Adds Dallas-Based Firm With $1.54 Billion AuM
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...