News, Comment & Analysis results for Standard

Technology
July 1, 2025

Digital Digest: The Latest Tech News – Advisor CRM Launches AI Meeting Assistant

The latest technology news in the wealth management sector from around the world.

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives"

Compliance
June 26, 2025

Advisors Cautiously Welcome US Accredited Investor Rule Change

At a time when alternative investment access is all the rage – not always without skeptical

Strategy
June 24, 2025

The Beautiful Game: How Citi Wealth Works With Sports Team Owners

With multi-millionaires and billionaires spending huge amounts on sports teams in the US and

UHNW Institute
June 18, 2025

New “Wealthesaurus” Glossary For Wealth Managers' Debuts

New standardized definitions of family wealth advisory terms have been developed by the UHNW

Compliance
June 16, 2025

OPINION OF THE WEEK: UBS's Regulatory Headache, And "High-Risk" IFCs

The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss

Family Office
June 16, 2025

Are Family Offices The Next Liquidity Crisis?

The author argues that while family offices have historically operated without too much regulatory

Compliance
June 11, 2025

European Commission Puts Monaco On "High-Risk" List, Removes Gibraltar, UAE, Others

The renowned international financial centre woke up yesterday to unwelcome news that the executive

Banking Crisis
June 9, 2025

UBS Criticizes Proposed Regulatory Capital Hike, Saying It Departs From Global Standards

In a process that revives memories of the way bank regulation was addressed after 2008, financial

M and A
June 4, 2025

Mercer Taps Into Oklahoma's Promise

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $71 billion in

Comment & Analysis results for Standard