News, Comment & Analysis results for Founder
RFPs, Pain Points And Buy-In: Focus On Vendors At Family Office Fintech Forum
At the Family Wealth Report Family Office Fintech Forum in Manhattan last week, vendors and other
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Modern Wealth, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
How Abra Works To Embed Digital Assets Into Wealth Mainstream
This news service recently interviewed the wealth management firm Abra Capital Management about the
Benefits, Caveats Of AI Adoption In Spotlight At Family Office Fintech Forum
We report in the first of two articles about discussions held at the family office fintech forum,
Risk Management Use Case For AI: What’s Here, Possible, And Unlikely
Below is one of several panel discussions held at last week’s Family Wealth Report Family Office
F2 Strategy Makes Another Acquisition
The acquisition enables F2 to launch a new strategic service, it said.
Legacy In Motion: Fredda Herz Brown On Family Members In The Family Business
The following conversation took place at last week’s Family Wealth Report Investment Forum in New
Trends And Advice Highlight Family Office Investment Forum
The investment issues confronting family offices, such as a switch to private markets, through to
Who's Moving Where In Wealth Management? – SEIA, Raymond James
The latest moves, appointments and personnel changes in North American wealth management.
Creative Artists Agency Launches Family Office Advisory Group
Creative Artists Advisory says the family office advisory business is a first of its kind because