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Latest Comment & Analysis
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives" – the reality is that investors have shrinking choices in public, listed markets, which raises the need to find ...
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors of what are loosely dubbed alternative assets, we note a level of skepticism that is becoming more evident about...
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 overseas, this has become a significant banking opportunity. We talk to Citi Wealth, part of Citigroup, and its head o...
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 and how the team of experts at the law firm see challenges and opportunities unfolding. ...
A Powerful Investment Most Investors Overlook: Paying Less Tax
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...
Latest News
Wealth Management, AI And Value Of Human Oversight
Specific roles in finance remain firmly in the hands of people – and there are risks of overreliance on AI, the author of this article argues. ...
Wealth Managers React After EU And US Clinch Trade Deal
After the US and the EU reached an agreement to cap tariffs on most EU exports to the US at 15 per cent, wealth managers discuss the impact for markets and asset allocation. ...
OPINION OF THE WEEK: Concentration Risk Endures, But Possibly Less Severe
For all the sound and fury of political events this year, one theme emerging is that the concentration risk in equities seen a year ago appears to have declined – if not vanished. An asset allocation shift to ...
AssetMark Readies New Alternative Assets Initiative
The wealth technology business is preparing to add new alternative investment capabilities, in what appears to be a continued drive by firms to open up these markets. ...
US Self-Regulator Reportedly Probes Morgan Stanley's Wealth Business
The news organization's report, issued last week, cited unnamed sources. This publication has contacted Morgan Stanley for comment. FINRA declined to comment. ...
What's New In Investments, Funds? – Citigroup's "Strata Elite Card"
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...