News, Comment & Analysis results for Founder
Cultural Assets: Building Next Alternative Category For Wealth, Family Offices
As family offices increase alternative investment exposures, averaging 44 per cent, a panel at the
Summary Of Senior North American Wealth Management Moves – October 2025
A round-up of moves, appointments and personnel changes in North American wealth sector during
Doing Well Through Doing Good: Investing In Rare Disease Drugs
A panel examines what happens when people have what is called "patient capital" and how it can be
AI Technology Meets Humanity In Next-Generation Wealth Stewardship
A new segment from this news service’s recent family office investment summit in New York City.
Going Direct: The Evolution Of Family Office Private Market Investing
Here is another of the segments from this news service’s recent family office investment summit
How AI Governance Unlocks Innovation, Protects Brand Reputation
Following last week's investment summit in Manhattan – hosted by this news service and featuring
How Morningstar Analysts Are Investing For 2026
A recent Morningstar webinar on the state of the economy conveyed a generally optimistic message,
Summary Of Moves In North American Wealth Management – September 2025
A roundup of moves, appointments and personnel changes in North American wealth management during
Savant Wealth Management Names Chief People Officer
With $37.1 billion in AuM, Savant said its CPO has more than 25 years' experience in human capital
Digital Digest: The Latest Tech News – Asseta AI, SS&C Technologies, TIFIN, Broadridge
The latest technology news in the wealth management sector from around the world.