News, Comment & Analysis results for Archive
Numbers Don’t Lie: Family Offices Focus Less On Cybersecurity – And Risk More
Operational costs for family offices have risen, but the focus - so it seems - on cybersecurity has
MAI Capital Management Acquires Another RIA, Surpasses $65 Billion AuM
The transaction is MAI Capital's 17th since the start of 2024 and part of a powerful M&A trend in
Business Owners Struggle With Telling NextGens Their Plans – BBH Survey
With tens of trillions of dollars in play as generations transfer assets, the survey from BBH finds
SEI Says Clermont Trust USA Goes Live On Platform
SEI said that for years, access to robust, integrated platforms had been out of reach for those
Who's Moving Where In Wealth Management? – Lenox Advisors, Financial Planning Association, Others
The latest appointments, moves and personnel moves in North American wealth management.
Will Integration Make Wealthspire An Industry Leader?
Our US correspondent examines developments at Wealthspire – now under new ownership – and how
Deals Of The Day: The Latest In Wealth Management – Asset Mark, Efficient Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Lincoln International Acquires Fellow Advisory House
The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of
Digital Digest: The Latest Tech News – FINTRX
The latest technology news in the wealth management sector from around the world.
When Interest Rates Change – What This Means For Trusts
What are the implications for trusts when interest rates rise and fall? Different trust structures
Comment & Analysis results for Archive
Private Aviation Investment Taps Rising Wealth Trend
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Price Pressures, Desire For Independence Fuels Need For Guidance
The North American wealth sector has its share of challenges, and also opportunities for ambitious
High Performing Family Offices: Thinking About “Me” As Much as “We”
This article examines the process of sustaining and growing financial prosperity alongside durable
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
Redefining Wealth Management: Highlights From The UHNW Institute Symposium
The Symposium, discussing the full implications of what is called Integrated Family Wealth
A Comprehensive Guide To Concentrated Stock Positions
Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes
Family Office Fintech Summit – The Report
As part of the value given to those involved in the summit and who want to find out more, we carry
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction.
Understanding Wealth Sector Bottom Line: The DuPont Model
Providing integrated wealth management presents a range of challenges, such as how to assess