News, Comment & Analysis results for Archive
Going Direct: The Evolution Of Family Office Private Market Investing
Here is another of the segments from this news service’s recent family office investment summit
Laird Norton Wetherby Continues Leaning Into ESG
This publication recently interviewed the multi-family office about its views on ESG/sustainability
Sophisticated Philanthropy Vital For Long-Term Wealth Transfer
The author of this article points out that philanthropy is undoubtedly becoming increasingly
Forward Features Schedule For 2026
This news service's forward features calendar for 2026 sets out what the editorial team will be
DWS Optimistic About US Equities And AI In 2026
Vincenzo Vedda, global chief investment officer at German asset manager DWS shares his investment
Rethinking Risk Return: Key Takeaways From Neil Nisker Family Office Investment Summit
Here is another of the segments from this news service’s recent family office investment summit
The New Risk Asset – Why Compliance Belongs In Every Financial Plan
Compliance is now a risk factor in its own right that financial planners and investment businesses
SS&C Technologies Expands European Wealth Services Business
The US-headquartered company said the move builds on its success in the UK and cited data showing
Private Markets To Beat Public Ones – Hamilton Lane
Hamilton Lane, a US private markets investment firm with over $986 billion in assets under
Who's Moving Where In Wealth Management? – Angeles Wealth Management
The latest moves, personnel changes and appointments in North American wealth management.
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