News, Comment & Analysis results for Concurrent

People Moves
July 8, 2024

Summary Of North American Wealth Management Moves – April 2024

A summary of moves, appointments and personnel changes in the North American wealth management

Trust Estate
May 22, 2024

Navigating Complex Estate Settlement Terrain

A great deal of emotional stresses and demands arise on the death of a relative, and there are many

Wealth Strategies
May 16, 2024

Wealth Managers React To Slower US Inflation Data

After US inflation slowed down in April, wealth managers discuss the impact and the timing of a

May 13, 2024

Estate Planning Strategies For Art Collectors In Volatile Market

How the world of fine art collections and estate planning intersect is a topic that private client

People Moves
April 25, 2024

Who's Moving Where In Wealth Management? – TIFIN, Concurrent

The latest senior moves, appointments and changes to senior roles in wealth management across North

Family Office
April 16, 2024

Deal With Inflections Before They Become Afflictions

An advisor to family offices sets out a range of considerations that these organizations should

February 14, 2024

Adaptive Governance For “New Wealth” vs “Old Wealth” 

Whether wealth is old or new, top-notch governance for families is essential. The authors of this

Family Office
February 6, 2024

Talent, Pay And Work: Family Offices Under Microscope

The family offices study was based on responses from 347 firms around the world.

December 1, 2023

Confronting Misconceptions: How To Use AI Responsibly

Artificial intelligence has been, outside of geopolitics, arguably the dominant technological topic

October 3, 2023

Helping Advisors Ride Wave Of Change Amid M&A, Breakaways

We talk to a firm that makes a point about its consulting work for wealth managers as well as a

Comment & Analysis results for Concurrent