News, Comment & Analysis results for Futu

Investment Strategies
May 29, 2025

Court Strikes Down Most US Tariffs – Reactions

A three-member trade court has struck down many of the Trump administration tariffs, saying the

UHNW Institute
May 28, 2025

UHNW Institute Sets Groundbreaking Wealth Industry Standards

The UHNW Institute continues to develop new methodologies and ways of thinking about how advice for

New Office
May 28, 2025

JP Morgan Ramps Up Affluent Segment Strategy

After JP Morgan acquired First Republic in a type of "shotgun wedding" it also acquired a number of

Tax
May 27, 2025

Is The US Acquiring Or Losing “Golden Geese”?

This article examines developments ranging from President Trump's new "gold card" to attract HNW

Technology
May 23, 2025

The Family Office Blueprint For Tomorrow – Interactive Session Report

Here is a summary of a family office-focused interactive session held at this publication's recent

ESG
May 23, 2025

What Desertification Means For Investors

With climate change creating a mounting urgency for innovative ways to produce food in increasingly

M and A
May 21, 2025

Rebranded Wealth Manager Launches On Bluespring Platform

The Bluespring Wealth Partners platform is the launchpad for a rebranded business composed of 18

New Products
May 15, 2025

What’s New In Investments, Funds? – Suncoast Equity Management

The latest news in investment offerings, financial products and other services relevant to wealth

Practice Strategies
May 15, 2025

Turning Stock Grants Into Cultural Alignment At Advisory Firms

What challenges arise when employees are granted equity in a privately held firm. Ownership can be

Strategy
May 14, 2025

The Challenges – Why Is It So Hard?

This article, the second in a series, explores the tension that exists between advisors remaining

Comment & Analysis results for Futu

Strategy
March 26, 2025

Future Proof: Wealth “Transfer” Stirs Controversy; How Advisors Can Bridge Generation Gap

There is a great wealth transfer happening – although recent controversial remarks might suggest

Strategy
March 24, 2025

Future Proof Comes To Miami Beach: Sand, Sun And Speed Dating

Our US correspondent attended a "Future Proof" conference in Miami Beach to take the temperature of

UHNW Institute
September 5, 2023

In Conversation With Authors Of "Wealth 3.0: The Future Of Family Wealth Advising"

There is a new way of thinking about wealth, its responsibilities and challenges that advisors must