News, Comment & Analysis results for Client Affairs
$125 Million Wealth Advisor Joins Maine’s Great Diamond Partners
The move pushes the Portland firm’s total assets toward more than $740 million.
Wealth Managers React To US-UK Trade Deal
After the UK and the US struck a trade deal this week – the first to be reached under US
Advisors Welcome Trump's "Gold Card" Idea
The idea is a swerve on the concept of citizenship/residency-by-investment programs that operate
Orion Expands Advisor Capabilities
Orion services $4.9 trillion in assets under administration and $97.5 trillion in wealth management
US Data, European Rate Cut Highlight Transatlantic Divergence
After the European Central Bank cut interest rates and the US Federal Reserve put theirs on hold,
UK Wealth Manager Shines Spotlight On US Elections
Justin Onuekwusi, chief investment officer at wealth manager St James’s Place, looks ahead to the
Investment Managers React To Lower-Than-Expected US Inflation Figures
After US inflation came in lower than expected, investment managers discuss the impact and the
HNW Visa Programs, Foreign Residency Remain Popular Despite Headwinds, Advisors Say
Although some governments have suspended or closed so-called "golden visas," there remains plenty
OPINION OF THE WEEK: We Need To Talk About Theft
The number of top-brand wristwatches stolen in cities such as London continues to rise, and that
Smooth Sailing: How To Keep Your Boat Safe This Summer And Beyond
A figure from a large insurance group is understandably in a position to talk about the risks and
Comment & Analysis results for Client Affairs
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WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m