News, Comment & Analysis results for Custodia
OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?
The group editor takes a look at clients’ use of AI and digital tools for getting clued up about
Digital Digest: The Latest Tech News – Citi Launches Tokenized Depositary Receipts
The latest technology news in the wealth management sector from around the world.
What’s New In Investments, Funds? – Hightower, Zocks, Dispatch
The latest news in investment offerings, financial products and other services relevant to wealth
Schwab’s Midyear Priorities: Lending, AI, UHNW Clients, Crypto
Our US correspondent Charles Paikert attended the Schwab Advisor Services Midyear Media Roundtable
ANALYSIS: What Wealth Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at the use by clients of AI tools to research financial material and even suggest
Software Shakeup: New AI Category Disrupting Notetakers, CRM
The notetakers are turning into "agentic operating systems," becoming the client relationship
Getting The Details Right Over Private Markets "Democratization"
We talk to figures in the wealth management sector about how to successfully put private market
Deals Of The Day: The Latest In Wealth Management M&A – Moneco Advisors, Mercer. Savant
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Vigilance Secures Stewardship: Risk Management in Family Offices
Risk management is the "daily discipline" of stewardship when it comes to family offices. An author
The State Of AI In Family Offices – Why You Need To Fix Your Data Before You Buy AI
As part of our coverage following the fintech forum in Manhattan, here is a speech that set the