News, Comment & Analysis results for Source

Alt Investments
April 29, 2026

The Upcoming Uranium Supply Crunch

Over the past two years, the positive narrative around uranium has been driven almost entirely by

Strategy
April 29, 2026

The New Geography Of Wealth

Citizenship and residency by investment, once viewed as an opportunistic strategy, has evolved into

Wealth Strategies
April 28, 2026

Wealth Transfer, Evolving Venture Funds And AI

A summary of a conversation – a "fireside chat" – held at this publication's family office

Practice Strategies
April 28, 2026

Planning Through Life Transitions, Not Just Life Stages

Women's financial lives don't usually follow a script and there are shifts that can occur at any

Surveys
April 28, 2026

Impact Investing Beats Crypto For NextGens Amid $83 Trillion Wealth Shift – UBS

UBS Global Wealth Management has issued its first UBS Global Next Generation Report, surveying next

Strategy
April 27, 2026

How Employee-Owned RIAs Are Organizing To Survive

Can employee-owned RIAs survive in an era of massive capital infusion from private equity?

Compliance
April 27, 2026

The Hidden Compliance Risk Inside Your Clients’ Operating Companies

While family offices focus on investment strategy, tax efficiency, and wealth transfer, a federal

Alt Investments
April 24, 2026

Using Secondaries To Build Positions In Attractive Names

The secondaries market for private assets is an important element of liquidity and price

M and A
April 24, 2026

Hightower Acquires $9.5 Billion Flagship Franchise

These are busy times for Hightower, which has recently rolled out a new division, Hightower

Banking Crisis
April 23, 2026

UBS, Swiss Banking Industry Remain Unhappy Over Proposed Capital Rules

Although lawmakers in Berne have adjusted planned capital rules that the bank sector has welcomed,

Comment & Analysis results for Source

Philanthropy
May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector