News, Comment & Analysis results for Archive
Managing Family Offices' AI Risk – SPB White Paper
This paper from a law firm points out that family offices operate in a highly sensitive
AI To Drive Market Performance In H2 2026; US Equities To Outperform – Natixis IM Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets
The Sustainability Phenomenon: Nuveen, CalSTRS
The latest developments in the sustainability space.
Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago - Goldman Sachs
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset
Acquisition Drive Elevates Sanctuary Wealth's Client Assets
The rise in assets comes amidst a wider industry trend of mergers and acquisitions.
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
Digital Digest: The Latest Tech News – Mariner, Humanity Labs, Wells Fargo Advisor
The latest technology news in the wealth management sector from around the world.
Morgan Stanley’s Wealth Management Arm Posts Record Q2 2026 Net Revenues
New York-listed investment bank Morgan Stanley released its financial results for the second
BNY's Wealth Services, Management Results Gain In Q2 2026
In tune with a number of other major US financial institutions, New York-headquartered BNY has
Who’s Moving Where In Wealth Management? – Cresset, LPL, UBS, Others
The latest senior moves, appointments and personnel changes in North American wealth management.
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