News, Comment & Analysis results for RFA

Trust Estate
December 19, 2025

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

Investment Strategies
December 12, 2025

Allspring Favors US Small-Mid Caps, Emerging Markets In 2026

US-headquartered asset manager Allspring released its 2026 outlook this week, sharing its insights

Alt Investments
December 4, 2025

Oil And Gas As A Real Asset Strategy

This article explores the benefits to HNW individuals of investing in oil and gas to produce cash

Strategy
November 17, 2025

EXCLUSIVE: US Family Offices Merge, Form $10 Billion Firm

This news service can exclusively reveal a coming together of two family offices. We talk to one of

Strategy
October 13, 2025

AI Implementation Dominates Family Office FinTech Summit

This publication's family office fintech summit explored how AI is put to work by family offices

Statistics
October 9, 2025

Envestnet Lifts Lid On What Advisors Really Focus On

Based on the actual data use from its own systems, the US firm shines a light on what clients want

People Moves
October 7, 2025

Who's Moving Where In Wealth Management? – Baird, Verdence, Others

The latest moves, appointments and personnel changes in North American wealth management.

Alt Investments
September 26, 2025

CLO Equity: Where Complexity Meets Opportunity

The author of this article takes a dive into the world of what are called collateralized loan

Practice Strategies
September 25, 2025

The New Power Couple: What Happens When She Has The Fortune – Part 2

The second half of an article that explores modern married couples and what happens when the wife

Practice Strategies
September 24, 2025

The New Power Couple: What Happens When She Has The Fortune – Part 1

The first half of an article that explores modern married couples and what happens when the wife is

Comment & Analysis results for RFA