News, Comment & Analysis results for Indefi
What Advisors Must Know About Investment-Linked Residency, Citizenship
Citizenship-by-investment and residency-by-investment programs open doors. The question is whether
How Digitally Mature Are The UK’s Top 30 Asset Managers?
The firm, Remarkable, explains that a recent report it produced states that the "window for
Wealth Managers' Verdicts As Major Central Banks Keep Rates Steady
It's been a busy week for the world's main central banks. The US Federal Reserve, the European
Shareholder Advocacy: Engagement Under Pressure
The author of this article points out that the regulatory landscape is evolving and growing more
OPINION OF THE WEEK: Concentration Risk Endures, But Possibly Less Severe
For all the sound and fury of political events this year, one theme emerging is that the
One Big Beautiful Bill Act: Implications For Family Offices, HNW Investors
Experts at a global law firm examine the main provisions of the recent US tax and spending
Massive Wealth Transfer, Sunsets And New Models – Philanthropy In Flux
We talk to Bernstein Private Wealth Management about big trends affecting philanthropy and the kind
US Wealth, Asset Management Dealmaking Space Slows In Q2 – PwC
For more than a decade, busy M&A activity in the wealth and asset management sector has been a
The Role Of An Advisor’s "Je Ne Sais Quoi" In Client Relationship
This article revisits the importance of trust as a central quality of what wealth management, when
New Silk Road: Rise of Secondaries, Continuation Funds
Within the private markets space, an area that’s grown in recent years is “secondaries” –