News, Comment & Analysis results for Trust
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one
Cresset Adds Two Wealth Advisors From Lazard Wealth
The duo, who join the multi-family office as managing directors in Los Angeles and New York
The Giving Portfolio: Why UHNW Families Must Move Philanthropy Beyond The Checkbook
The author of this article, an expert in areas of philanthropy and impact, says that she
Why Family Offices Don't Respond To Your Email
A regular guest writer and prominent figure in wealth management thought leadership and development
BNY Wealth Lifts Lid On UHNW Wealth Transfer Readiness, Confidence
Covering topics from financial literacy through preparations for transfer and use of trusts, the
Managing Family Offices' AI Risk – SPB White Paper
This paper from a law firm points out that family offices operate in a highly sensitive
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
Who’s Moving Where In Wealth Management? – Cresset, LPL, UBS, Others
The latest senior moves, appointments and personnel changes in North American wealth management.
Net Income Rises At Citigroup In Q2 2026; Wealth Results Shine
It was "Super Tuesday" for a raft of US banks issuing second-quarter 2026 financial numbers
Summitry Names New Co-CEOs
Summitry appoints new co-CEOs, as Colin Higgins transitions into an executive chairman role, after