News, Comment & Analysis results for Archive
OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?
The group editor takes a look at clients’ use of AI and digital tools for getting clued up about
Wealth Sector M&A Powers Ahead Even As Financial Services Megadeals Dry Up
One detail of the report is a divergence between deal volume and deal value in financial services
Fiduciary Duty Under Scrutiny: What Expert Witness Testimony Reveals About Family Office Risk
As the author notes, the families that endure across generations treat fiduciary discipline as an
The AI Employee You Didn't Hire Is Running On The Data You Never Secured
An executive perspective on the unmonitored layer in wealth management and family office
Strong Wealth Accumulation In North America In 2026 – Julius Baer
Swiss private bank Julius Baer published today its annual Global Wealth and Lifestyle Report 2026,
What Family Offices Must Do Differently in the Age of AI Fraud
When AI-enabled fraudsters are on the loose, it further heightens the need for people to be on
Trump Accounts App Goes Fully Live, “Democratization” Of Investing Continues
A broad theme in several developed countries in recent years have been efforts by governments of
Bezos' Family Office Loads Up On AI Startup Investments - Media
The report said that Bezos Expeditions is now the most active family office investor so far. In
Who's Moving Where In Wealth Management? - Katten Partner Joins New Miami Office
The latest senior wealth management moves, appointments and personnel changes in North America.
What’s New In Investments, Funds? – Hamilton Lane
The latest news in investment offerings, financial products and other services relevant to wealth
Comment & Analysis results for Archive
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
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
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
The Pandora Papers One Year On – Lessons, The Way Ahead
The author of this article argues that however much anger is justified at those who stash illicit
Movement Building And The Rising Generation Of Wealth
The author of this commentary argues that movements will continue to have a strong audience with
The Two Per Cent Solution: Preserving Wealth In Any Economic Situation
The author of this article, TIGER 21 founder and chairman Michael Sonnenfeldt, says that for people