News, Comment & Analysis results for Google
Software Survey: CRM Tops Categories; Chat GPT Leads Search
Our US correspondent provides more coverage of a major wealth management technology conference in
Silicon Valley Big Hitters Join AI "Infrastructure Hyperscaler"; Secures $2 Billion Funding
Investment firms such as Citadel, Point72 and the Norwegian group Aker ASA joined the funding
The Missing Discipline: How Narrative Governance Mitigates Succession Risk
A problem for families is that succession can appear to be far in the distance, but those involved
Mitigation Strategies Surface As Wealth Tax Battle Heats Up
A possible wealth tax in California is a controversial topic that has lessons not just for the
A New Chief Executive Takes The Helm At Arta Finance
Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company.
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices
California “Billionaire Tax” Proposal Raises Residency, Liquidity And Legal Concerns For Wealth Managers
Our US correspondent takes a look at a proposed wealth tax in California, the likely impact it will
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.
Investment House Outlines Opportunities Outside US Mega-Caps
Experts at Orbis Investments share their thinking on global investment themes and how this is
Who's Moving Where In Wealth Management? – Fortress, Athena, Others
The latest moves, appointments and personnel changes in North American wealth management.