News, Comment & Analysis results for Archive

Philanthropy
June 19, 2024

Philanthropy Platform, AssetMark Partner Over DAF Solution

The alliance is an example of the kind of developments affecting donor-advised funds, a major

People Moves
June 19, 2024

RBC Wealth Management In US Recruits Virginia Team

The multi-generational team of advisors is based in Virginia.

Practice Strategies
June 19, 2024

The Sneaky Way That Tech Debt Eats Your RIA Alive

The author of this article argues that the ongoing costs associated with tech – aka "tech debt"

People Moves
June 19, 2024

Who's Moving Where In Wealth Management? – Ritholtz, Winthrop, Others

The latest senior moves, appointments and personnel changes in the North American wealth management

Wealth Strategies
June 18, 2024

Study Shows Big HNW Age Divergence Over Economic Outlook – BoA Private Bank

The study from the US private bank delved into the details of how different HNW age groups think

Technology
June 18, 2024

Cybersecurity For Family Offices – Effective Strategies

The cybersecurity landscape is continuously evolving, and family offices must stay vigilant to

Investment Strategies
June 18, 2024

Dutch Investment House Raises EU Equity Exposure, Cuts US Investment-Grade Credit

Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen, a

Financial Results
June 17, 2024

UBS Offers To Refund Clients Most Of Greensill-Linked Losses

UBS is making the offer as it continues to unwind problems it inherited when it bought its stricken

Financial Results
June 17, 2024

US Reportedly Grabbed More Cross-Border Capital After Pandemic – IMF

While guesses about the duration of the dollar's status as a global reserve currency are staples of

People Moves
June 17, 2024

Who's Moving Where In Wealth Management? – American Endowment Foundation, Osaic

The latest senior moves, appointments and personnel changes in the North American wealth management

Comment & Analysis results for Archive

Practice Strategies
June 5, 2024

Rise Of AI Puts Data Security In Spotlight For Wealth Sector

We talk to a US-headquartered firm that protects sensitive data by substituting it with a randomly

Strategy
May 28, 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater

Technology
May 14, 2024

EXCLUSIVE: Focus On AI's Role In Wealth Management

Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered

Philanthropy
May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector

Alt Investments
May 9, 2024

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

Offshore
April 19, 2024

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

Trust Estate
March 27, 2024

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

Company Profiles
March 11, 2024

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

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

Company Profiles
February 8, 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family