News, Comment & Analysis results for Level
Advisor-Client Conversations Predict Outcomes Better Than CRMs – Study
Data was collected from client meetings to gain insights into the fears and hopes of clients,
UHNW Institute Names New Thought Leadership, Strategy Head
One of the most important thought leaders in the industry is stepping down from his post - while
How Philanthropy Builds Legitimacy, Unity In Family Business Succession: Part One
The article notes that the families benefiting the most from philanthropic planning treat it as far
UK Investment House Positive On US Equities, Gold
Patrick Brenner, chief investment officer, multi asset, at UK-listed investment manager, sets out a
From The Editor's Chair: Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth – 2025 In Review
The editor casts his eye back at the past 12 months to highlight significant themes and
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal
Latest RIA IPO: Harbinger Or Outlier?
The US firm's foray into the listed stock market raises fresh debate on whether this route is
UK Wealth Manager Prefers US, Asian, UK Equities; Not Keen On Europe
UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously
Blending Traditional Assets With Institutional-Grade Digital Markets
The author argues that what was once a niche has quite clearly become mainstream. And wealth
What’s New In Investments, Funds? – Franklin Templeton
The latest news in investment offerings, financial products and other services relevant to wealth