News, Comment & Analysis results for Archive
Doing Well Through Doing Good: Investing In Rare Disease Drugs
A panel examines what happens when people have what is called "patient capital" and how it can be
Oil And Gas As A Real Asset Strategy
This article explores the benefits to HNW individuals of investing in oil and gas to produce cash
Billionaires' Total Wealth Rises, Continue To Eye Relocation – UBS Study
The study drills into wealth transfer trends, the nature of what billionaires invest in, their
Wealthy North Americans Confident On Economy; Cybersecurity Scares Them – Chubb
A report from one of the largest US insurance groups delves into what HNW citizens fret about, what
Mercer Advisors Acquires Maryland-Based Wealth Manager
The transaction adds to a series of acquisitions by Mercer in recent months.
Cresset Adds $1.4 Billion Team To Houston Office
The addition of the team comes a few week after another group in Wyoming came on board.
Northern Trust Names New Wealth CIO
There's a new investment chief at the US-headquartered group.
AI Technology Meets Humanity In Next-Generation Wealth Stewardship
A new segment from this news service’s recent family office investment summit in New York City.
Wealthfront Launches IPO Roadshow
The digital wealth management firm has been pondering the next stage of its development for some
The Positive Aspects Of COP30 – Wealth Managers
After the 30th United Nations Climate Change Conference in Belém, Brazil took place from November
Comment & Analysis results for Archive
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning
When Should An Elderly Person Stop Driving?
The author of this article examines an issue that seems both mundane but also significant – when
MFO Battle: RIAs Vs Global Giants
What can US advisory firms do in order to take market share from international players and win a
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
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or
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
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&A Decline: New Trough Or Brief Bump?
There has been a notable drop in mergers and acquisitions involving registered investment advisors;
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
Advising Investors And Collectors Of Gold
This brief commentary explains the sort of considerations that investors and advisors should