News, Comment & Analysis results for Summitas

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

April 8, 2022

Wealthtech Summitas Is Innovator Of The Year

March 30, 2022

The Intersection of Privacy, Security, And Function

Competing imperatives around privacy, convenience and the client experience will be something

March 28, 2022

Technology Traps Wealth Managers Must Avoid: New Research

This publication and EY today launch the third edition of our hugely popular annual report,

May 10, 2021

Family Wealth Report Awards: Video Interviews - Summitas, FundCount

Here are more video interviews with the firms and individuals who won at our North American awards,

May 6, 2021

EXCLUSIVE: Winners Of Family Wealth Report 2021 Awards

Here is a list of the firms and people honored in the 2021 Family Wealth Report awards program.

March 19, 2020

EXCLUSIVE: Winners Of Family Wealth Report 2020 Awards

Here are the comments made by judges about the winners and the highly commended organizations and

December 5, 2019

Protecting Digital Assets, Conversations From Cybercrooks

Cybercrime is an ever-present threat to holders of great wealth. This article addresses some of the

Comment & Analysis results for Summitas