News, Comment & Analysis results for Actua
How RIAs Are Reacting To – And Preparing For – New AML Rule
This article examines the ways RIAs, multi-family offices and others in the wealth management space
US "Gold Card" Program Highlights Fight For International HNW Money
The "Devil is in the detail" when it comes to the proposed "gold card" program to attract wealthy
Digital Digest: The Latest Tech News – Fi3 Advisors, Opto Investments
The latest technology news in the wealth management sector from around the world.
Legal, Insurance, And Technology Strategies For Family Office Protection
We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges
The Two Frameworks That Could Determine Your Financial Future In Divorce
Examining ways of dividing pre-marital assets in divorce and the financial impact, the author
Massive Wealth Transfer, Sunsets And New Models – Philanthropy In Flux
We talk to Bernstein Private Wealth Management about big trends affecting philanthropy and the kind
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Insider Threat Panel Discussion: Executive Summary For Family Offices
Threats from "insiders" can often be as serious, if not more so, than when they come from outside
Family Offices Face Protection Paradox: Cybersecurity Forum
In the second of a series of reports, our US correspondent spells out more of the discussions
Investors Put Chips Back On The Table, But Worries Linger – State Street
Equity exposure and sentiment has gyrated since the November elections. Recent measures of worry