News, Comment & Analysis results for Archive

Alt Investments
July 11, 2023

Alternative Investment Platforms: What Wealth Managers Should Know

New technology opens up the market to those who want to distribute and buy alternative investment

M and A
July 11, 2023

Volume Of North American Wealth Management M&A Drops In Q2

More data comes out on the scale and pace of North American mergers and acquisitions in the second

Compliance
July 11, 2023

European Union, US Agree Data-Sharing Pact

The controversy highlights the friction between the drive for more transparency that governments

Banking Crisis
July 11, 2023

Large US Banks Need More Capital Buffers – Federal Reserve

Blowups at a number of banks this year revived memories of the 2008 financial crash and the need

Technology
July 10, 2023

AI Isn’t Taking Over Family Offices But Should Have Seat At The Table

When wealth managers think about AI they should frame the decision on how it can make their

Surveys
July 10, 2023

Global Asset, Wealth Managers Embrace Tech To Win Business

PwC has just released its 2023 Global Asset and Wealth Management Survey. The report assesses the

Family Office
July 10, 2023

Family Offices Aren't Stress-Testing Enough For Threats – Dentons Study

The report said there is a culture of underestimating threats among single family offices, and this

People Moves
July 7, 2023

Who's Moving Where In Wealth Management? – Raymond James, SS&C, Others

The latest wealth management moves in North America.

Compliance
July 7, 2023

OPINION OF THE WEEK: Politically-Exposed Persons And "De-Banking"

The idea of the "Politically-Exposed Person" is not a familiar one to the broad public but that

Family Office
July 7, 2023

Embedded Family Offices: Inherent Risks And Practical Solutions To Mitigate Those Risks

Embedded family offices are the most common type of family office across the globe, but often the

Comment & Analysis results for Archive