News, Comment & Analysis results for CITI
Wealthfront Launches IPO Roadshow
The digital wealth management firm has been pondering the next stage of its development for some
Fiduciary Family Office Eyes Acquiring Other Female-Led Firms
An organization based in Boca Raton, Florida, is female led and its CEO sees big potential in
Going Direct: The Evolution Of Family Office Private Market Investing
Here is another of the segments from this news service’s recent family office investment summit
Laird Norton Wetherby Continues Leaning Into ESG
This publication recently interviewed the multi-family office about its views on ESG/sustainability
Sophisticated Philanthropy Vital For Long-Term Wealth Transfer
The author of this article points out that philanthropy is undoubtedly becoming increasingly
The New Risk Asset – Why Compliance Belongs In Every Financial Plan
Compliance is now a risk factor in its own right that financial planners and investment businesses
Addepar Makes Senior Hires
Addepar, a New York-headquartered global technology and data platform for investment professionals,
Bitcoin Here To Stay Amid Stressed Fiat Currency System – Conference
A recent SALT conference in London debated the world of cryptocurrencies, digital assets,
Is Art A Viable Investment?
There's debate on whether art – a term covering a wide range of objects and concepts – counts
Schwab Advisor Services Takes "ProDirect" Program Up Another Gear
The US firm said it is developing the program at a time of continued "momentum" in the independent