News, Comment & Analysis results for Archive

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable

M and A
December 20, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, EdgePoint

The latest M&A transactions and corporate actions affecting the North American wealth management

Strategy
December 20, 2024

Wealth Manager’s Conundrum: The Paradox Of Enough

This article addresses attitudes to money, and how to avoid the trap of regretting later in life

Investment Strategies
December 19, 2024

Fed Cuts Rates; Stance On Easing Hits Stocks - Reactions

Comments made by the US Fed chairman that suggest limited further scope for rate cuts in 2025 went

UHNW Institute
December 19, 2024

Redefining Wealth Management: Highlights From The UHNW Institute Symposium

The Symposium, discussing the full implications of what is called Integrated Family Wealth

M and A
December 19, 2024

Beacon Pointe Advisors Acquires Another Wealth Manager

This marks Beacon Pointe Advisors seventh acquisition.

Investment Strategies
December 19, 2024

Why US Equity Returns Will Be Harder Earned In 2025

It is going to be a tougher task to find the sort of performance that has come through in the US

People Moves
December 19, 2024

Who's Moving Where In Wealth Management? - EisnerAmper, Commonwealth

The latest senior wealth management moves in the North America industry.

Technology
December 19, 2024

Mariner Partners Uses AI-Driven Platform To Turbocharge Growth

The partnership is an example of how wealth managers are trying to use AI to help build business

Wealth Strategies
December 19, 2024

Private Credit Market Predictions For 2025: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains

Comment & Analysis results for Archive

Company Profiles
March 22, 2022

INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of

Family Office
March 22, 2022

Raising The Family Office Game At Silicon Valley Bank

We talk to two senior figures at SVB about the work being done with family offices and venture

Family Office
March 9, 2022

Taking The Pain From Family Office's Data Chores

The chores of paying bills, keeping ledger records, reporting on investments, capital calls and

Technology
March 7, 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of

Strategy
February 28, 2022

Why Partners Should Review Their Buy-Sell Agreements – Now

It is vital for advisory firms to review those agreements before partners face a crisis or an

Art
February 4, 2022

Web 3.0: Planning For Art NFT Collectors

NFTs are popular in applications which require unique digital items, including crypto art, digital

ESG
January 14, 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut

Strategy
December 24, 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what

Legal
December 20, 2021

Choosing Your Estate Attorney – Part 2

This is the second half of a two-part article looking at the process of hiring an estate attorney

Trust Estate
December 17, 2021

Choosing Your Estate Attorney – Part 1

This is the first half of a two-part article looking at the process of hiring an estate attorney