News, Comment & Analysis results for Archive
The Source Of Wealth Verification Challenge – A Selection Of Recent Coverage
As the topic of verifying "source of wealth" becomes more prominent as a regulatory technology,
Wealth Management M&A Hit Fresh Highs In Q3 2025 – ECHELON Partners
Among its predictions is that annual deal volume could reach 440 this year. The North American –
AI Implementation Dominates Family Office FinTech Summit
This publication's family office fintech summit explored how AI is put to work by family offices
US Wealth Platform For Bitcoin Is Launched
The launch highlights how bitcoin is becoming an ever-more "mainstream" area for North American
Former Irish Deputy PM Warns On US Economic Strategy
Simon Coveney, former Irish Deputy Prime Minister (Tánaiste), explained that geopolitical risk has
Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Ray Olsen
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Digital Digest: The Latest Tech News – Schwab Advisor Services, CAIS, Interactive Brokers
The latest technology news in the wealth management sector from around the world.
Wealthier US Investors Hold Alternatives, But Some Haven't Talked To Advisors About It – Study
A study from the asset management arm of Goldman Sachs reveals a picture of the wealthier end of
Who's Moving Where In Wealth Management? – Leon Capital, Raymond James
The latest moves, appointments and personnel changes in North American wealth management.
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Comment & Analysis results for Archive
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
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
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