News, Comment & Analysis results for Archive

Practice Strategies
May 15, 2025

Turning Stock Grants Into Cultural Alignment At Advisory Firms

What challenges arise when employees are granted equity in a privately held firm. Ownership can be

Wealth Strategies
May 15, 2025

How Bernstein PWM's Clients Weathered Market Storms

Among the points made by Bernstein Private Wealth Management to this news service was that it

People Moves
May 15, 2025

Emigrant Bank Names Family Offices Services Head

The senior wealth industry figure is taking up the new role of head of family office services at

M and A
May 14, 2025

Hightower Takes Stake In Lindbrook Capital

Chicago-headquartered Hightower, a registered investment advisor (RIA), has made its first

Strategy
May 14, 2025

The Challenges – Why Is It So Hard?

This article, the second in a series, explores the tension that exists between advisors remaining

Financial Results
May 14, 2025

Addepar Adds Growth Muscle With $230 Million Fundraise

Addepar, which says its clients use its platform to advise and run more than $7 trillion of assets,

Trust Estate
May 14, 2025

You’re Dead, Now What Happens To Your Collections?

In another example of the discussions that took place in the recent Family Wealth Report Family

Surveys
May 13, 2025

Communication Critical In Generational Wealth Transfer – RBC WM

RBC Wealth Management has released a US survey of data designed to gain a better understanding of

Strategy
May 13, 2025

Hybrid RIA Rebrands As Artisan Capital Partners

The Los Angeles-based firm, which was founded in 1969, has been through another name change.

People Moves
May 13, 2025

Who’s Moving Where In Wealth Management? – Bernstein PWM

The latest senior moves, appointments and personnel changes in North American wealth management.

Comment & Analysis results for Archive

Strategy
November 30, 2022

MFO Battle: RIAs Vs Global Giants

What can US advisory firms do in order to take market share from international players and win a

Philanthropy
November 29, 2022

Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"

The author of this article sets out approaches that a rising generation of philanthropists can use

Compliance
November 29, 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or

Philanthropy
November 28, 2022

Philanthropy For Testing Times – How Donor-Advised Funds Are Working

Here are more thoughts from those in the philanthropy space about how markets and requests for aid

Philanthropy
November 23, 2022

Tough Markets, Increased Pleas For Help – Challenges For Philanthropy

Philanthropists have a lot to contend with this year: a period of falling market values that hit

M and A
November 22, 2022

M&A Decline: New Trough Or Brief Bump?

There has been a notable drop in mergers and acquisitions involving registered investment advisors;

Family Office
November 7, 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by

Alt Investments
November 3, 2022

Advising Investors And Collectors Of Gold

This brief commentary explains the sort of considerations that investors and advisors should

Company Profiles
October 27, 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use

WM Market Reports
October 26, 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family