News, Comment & Analysis results for Archive
Advisors Increasing Or Maintaining Private Equity Allocations – Blackstone Survey
Alternative assets firm Blackstone has surveyed more than 200 financial advisors across the US,
The Expanding Oversight And Audit Universe: Technology, AI, And Complete Coverage
One of the panels at a recent FWR fintech summit for family offices, held in New York, examined how
Marsh Names Mercer’s New Global Investment Chief
Mercer said that the new global chief investment officer will foster high-performing teams, putting
Hamilton Lane Makes Senior Promotions, Appointments
US-headquartered private markets investment firm Hamilton Lane, which has $1 trillion in assets
Who's Moving Where In Wealth Management? – Baird, Ameriprise, Others
The latest moves, appointments and personnel changes in North American wealth management.
Comment & Analysis results for Archive
Foundation Source's Growth Ambition And Promise Of "Philtech"
We talk to the US organization about "philanthropy technology" – aka philtech – how the sector
Private Credit Matures But Yet To Face Big Recession
We talk to a law firm that engages in the area of private credit funds and other alternative
HNW Americans Smile On "Golden Visas" – And What's Next
A marker for globalization and the degree of unfettered movement that people enjoy, the market for
Estate Plans, Fine Art And Tax – A Heady Brew
It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and
Time For Canada's Wealth Sector To Emulate US Counterpart – Wellington-Altus Founder
The founder and chief executive at the Canadian wealth management firm talks about its business