News, Comment & Analysis results for Indefi
What AI Notetakers Are Doing To Your Family Office’s Most Sensitive Conversations
AI scribes are embedded in all matter of channels such as Zoom and Google Meet. There can be
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