News, Comment & Analysis results for Archive

Practice Strategies
August 3, 2026

Bill Pay Moves Into The Wealth Management Mainstream

The following discussion about bill pay services was held at a recent Family Wealth Report

Asset Management
August 3, 2026

What's New In Investments, Funds? – VanEck

The latest news in investment offerings, financial products and other services relevant to wealth

People Moves
August 3, 2026

Who’s Moving Where In Wealth Management? – Cetera, Verdence, Others

The latest moves, appointments and personnel changes in wealth management in North America.

Financial Results
July 31, 2026

CAIS Raises $170 Million In Financing Round

The firm is one of those businesses that have ridden the wave of rising interest in private markets

People Moves
July 31, 2026

Summary Of North American Senior Moves In Wealth Management – May 2026

A roundup of moves, appointments and personnel shifts in the North American market.

Comment & Analysis results for Archive

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives"

Alt Investments
June 26, 2025

Alternatives Face Mounting Scrutiny, Skepticism

In the first of two articles looking at the growing use by HNW, affluent and even retail investors

Strategy
June 24, 2025

The Beautiful Game: How Citi Wealth Works With Sports Team Owners

With multi-millionaires and billionaires spending huge amounts on sports teams in the US and

Family Office
June 5, 2025

A Finger On The Pulse: Squire Patton Boggs' Family Office Practice

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector

UHNW Institute
June 4, 2025

How UHNW Institute Is Standardizing, Structuring, And Elevating The Profession

The UHNW Institute – the think tank reshaping how wealth management for UHNW clients is addressed