News, Comment & Analysis results for Archive

People Moves
March 18, 2026

Northern Trust Wealth Management Adds Senior Figure

The appointee has worked in wealth management, private banking and fine art for 25 years.

M and A
March 18, 2026

iCapital Pushes Further Into Insurance Sector

Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing

M and A
March 17, 2026

Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Investment Strategies
March 17, 2026

EXCLUSIVE: French Investment House Overweight US, Eyes Opportunities In Japan

Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds , discusses its

People Moves
March 17, 2026

F2 Strategy Welcomes Back Former CEO

The CEO had left to work at FNZ but instead he's returned to his old employer.

Comment & Analysis results for Archive

Company Profiles
March 17, 2025

The Urgent Need To Take Protection Vs Physical, Cyber Threats Up Another Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In

Compliance
March 14, 2025

US Corporate Transparency Act: Compliance Reinstated, Enhanced Enforcement – New Deadline

One of our regular columnists and expert on legal matters writes about new developments affecting

Technology
February 19, 2025

The Soaring Trend Of Wealth Management AI "Co-Pilots"

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they

Strategy
February 14, 2025

Raising Advisors' Marketing Game – In Conversation With Ficomm Partners

This news service interviews a consultancy CEO about the need for advisors to become more

Investment Strategies
February 4, 2025

Private Aviation Investment Taps Rising Wealth Trend

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to