News, Comment & Analysis results for Founder

Technology
July 24, 2026

Digital Digest: The Latest Tech News – Advyzon

The latest technology news in the wealth management sector from around the world.

Legal
July 23, 2026

"Nuclear Verdicts" Aren’t Just A Corporate Problem – They’re A Wealth Management One

The spread of so-called "nuclear verdicts" in court cases – those involving jury awards over $10

Investment Strategies
July 22, 2026

The Physical World Is Being Rebuilt. Family Capital Is Made For It

The "physical industries" such as mining, construction, energy, manufacturing and space exploration

Philanthropy
July 21, 2026

The Giving Portfolio: Why UHNW Families Must Move Philanthropy Beyond The Checkbook

The author of this article, an expert in areas of philanthropy and impact, says that she

Practice Strategies
July 21, 2026

Why Family Offices Don't Respond To Your Email

A regular guest writer and prominent figure in wealth management thought leadership and development

Technology
July 20, 2026

Digital Privacy, Cyber Insurance: Why Family Offices Need Both

A panel at the recent family office forum on cybersecurity, hosted by this news service, examined

Investment Strategies
July 15, 2026

IPO Class of 2026: The Liquidity Perspective Advisors Need

A question that investors and their wealth advisors must pose is what sort of market is it if

M and A
July 14, 2026

Caprock Buys Austin-Based Venturi Private Wealth, Adds $4 Billion AuM

The consolidation trend in North American wealth management continues.

Strategy
July 13, 2026

Your Bodyguard Can't Stop This

Executives and wealthy families are spending record sums on physical security. The attack that will

Asset Management
July 13, 2026

What's New In Investments, Funds? – Amplify Platform, Goldman Sachs Custody Solutions

The latest news in investment offerings, financial products and other services relevant to wealth

Comment & Analysis results for Founder

Company Profiles
March 11, 2024

Time For Canada's Wealth Sector To Emulate US Counterpart – Wellington-Altus Founder

The founder and chief executive at the Canadian wealth management firm talks about its business