News, Comment & Analysis results for Definiti
Vigilance Secures Stewardship: Risk Management in Family Offices
Risk management is the "daily discipline" of stewardship when it comes to family offices. An author
Why Impact Investing Is Becoming A Family Office Governance Question
The author argues that impact investing is not about aligning with values – the real issue is
How The Sixth Level Framework And Belonging Hold Family Offices Together
The article explores the qualities that hold members of family offices together in the face of
The Expanding Oversight And Audit Universe: Technology, AI, And Complete Coverage
One of the panels at a recent FWR fintech summit for family offices, held in New York, examined how
When Principals Ask AI Instead Of Their Advisors
Here is the report of a panel that explored the intersection of wealth advisory and AI at the
Strategy Trumps Performance: Evolution Of Portfolio Construction For Family Offices
The ways that investment portfolios are put together is changing as changing markets and a wider
LPL Acquires $31 Billion Mariner Advisor Network
The move is one of the most substantial M&A agreements announced so far this year.
Protecting Family Offices From Emerging Cyber Threats
A regular writer, financial industry veteran and business school lecturer talks about the
JP Morgan Private Bank Highlights Singapore Equity Market Benefits
Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore
Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree
The latest mergers, acquisitions and other corporate actions in the wealth management sector.