News, Comment & Analysis results for Archive

May 3, 2024

Divorce: Planning, Investing For A Positive Outcome

The authors talk about the importance of assembling high-quality advice, the different kinds of

May 3, 2024

EXCLUSIVE: Winners Of The Eleventh Annual Family Wealth Report Awards 2024

This news service was joined by figures across the North American family wealth sector in Manhattan

M and A
May 2, 2024

Signature Estate & Investment Advisors Makes Largest Acquisition To Date

SEIA said that this was just the beginning of its M&A endeavors. It expects to make significant

People Moves
May 2, 2024

Who’s Moving Where In Wealth Management? – Fiduciary Trust Company

The latest senior moves and appointments across the North America wealth management market.

May 2, 2024

Gold Demand Strong, Driven By China

The World Gold Council this week released its first quarter 2024 “Gold Demand

New Office
May 2, 2024

Stephens Positions Louisiana Business For More Growth

The firm, founded in 1933, has moved to new premises in Shreveport for its private wealth

People Moves
May 1, 2024

Change At The Top Of Fiducient Advisors

Headquartered in Chicago, with six additional locations and clients in 46 states, Fiducient

M and A
May 1, 2024

Avantax Acquires $760 Million Wealth Manager

The business making the acquisition boasted a total of more than $92 billion in client assets as at

People Moves
May 1, 2024

Who's Moving Where In Wealth Management? – EP Wealth Advisors, RBC WM

The latest senior moves and appointments across the North America wealth management market.

People Moves
May 1, 2024

Hughes Hopes To Guide Eton To "Next Level" of Growth

The new president of Eton Advisors aims to take this multi-family office to a new level of growth,

Comment & Analysis results for Archive

Family Office
November 10, 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as

Family Office
November 8, 2021

Eight Reasons Why Singapore Attracts Family Offices

The Asian city-state has been moving to attract family offices and, with other jurisdictions

November 5, 2021

California Still Shines Bright For UBS

After UBS made several hires of advisors in the Newport Beach and Orange County area of California,

Alt Investments
November 3, 2021

Family Offices, Venture Capital And World We Seek

There is a need for innovation in business and technology, as demonstrated by the pandemic and the

November 2, 2021

Planning For Philanthropy In Divorce 

The authors of this article explain how proper planning can help mitigate the negative impact

November 1, 2021

Wealth Industry Must Be Bolder, Better At Advocating Privacy Rights

After another big leak of data, the wealth management industry must become less reactive and more

Client Affairs
October 29, 2021

Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy

With so many financial market changes, planning challenges and complexity around investment,

Alt Investments
October 28, 2021

Shift To Perpetual Capital Widens Access - Blackstone

The investment house, specializing for years in fields such as alternative assets, including

October 27, 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centers have tried to cope with the pandemic

Investment Strategies
October 21, 2021

How The Pandemic, Inflation And China Will Affect Financial Markets

Putting investment returns on the table at a time when inflationary pressures - and higher interest