Technology
November 12, 2024

Technology: Navigating Current Challenges And Future Opportunities

An overview and summary of this news service's family office technology summit in New York City.

Technology
October 15, 2024

Family Offices’ Digital Progress, Challenges Under Summit Microscope

Following is an overview of the sessions, speakers and topics discussed at last week's family

Technology
October 15, 2024

Tech Experts Assail Excel At Family Office FinTech Summit

Our US correspondent reports on the main discussion points to emerge from this news service's

Technology
October 1, 2024

Preview: The FWR Family Office Fintech Summit 2024

In October, the publisher of this news service will be hosting the ninth annual fintech summit for

Wealth Strategies
September 23, 2024

Distressed Debt, Credit And Fintech Top Of Mind At Family Office Summit

A summit in Manhattan last week explored issues ranging from the "lousy asset class" of distressed

Wealth Strategies
September 6, 2024

Preview: Joe Reilly Launches Circulus Group Summit To Gather Family Office Community

Joe Reilly, a prominent figure in the US family offices sector – and regular contributor to these

People Moves
April 22, 2024

Summary Of North America Wealth Management Moves – February 2024

A round-up of moves, appointments and changes at the North America wealth sector during February.

People Moves
February 28, 2024

Nesvold Rebounds With Dual Gigs At Emigrant

The North American wealth industry has sometimes seen a very fast move of executives between firms.

Practice Strategies
July 28, 2023

New Model Client Platforms – An Examination

The following article examines, in a thematic way, the ways that new model client platforms should

Awards
April 8, 2022

Wealthtech Summitas Is Innovator Of The Year