News, Comment & Analysis results for Percent

People Moves
June 24, 2025

Who's Moving Where In Wealth Management? – Percent, MetLife

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

Family Office
June 10, 2025

Redefining Holistic Family Office Services

Demand for family office services grows, but there is a risk that firms are over-extending

WM Market Reports
June 6, 2025

Global HNW Wealth Population Rose In 2024; North America Outperforms – Capgemini

The rise in equities last year helped lift the wealth and population of HNW individuals around the

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

Investment Strategies
May 19, 2025

DWS Favors European Over US Equities

Together with other wealth managers, Vincenzo Vedda at German asset manager DWS shares his

Philanthropy
May 13, 2025

Why The Met Gala Debate Is Mistaken About Charitable Deductions

The punchline of this article is that whatever happens to be the object of a charitable gift, savvy

Compliance
May 13, 2025

Countries Of Money-Laundering Concern – America’s Ultimate List

Every year the US State Department fulfills its mandate to publish a report of “major money

Wealth Strategies
May 1, 2025

UBS Favors Diversified AI Exposures, Including China

Sundeep Gantori, tech strategist at UBS Global Wealth Management chief investment office, shares

Strategy
May 1, 2025

What Advisors Need For Competitive Landscape

We talk to Ameriprise about talent management, recruitment and how advisors seek to enhance their

Financial Results
April 21, 2025

Blackstone Reports Drop In Q1 2025 Attributable Net Income

Revenues fell in the quarter from a year ago and expenses gained. New York-listed Blackstone said

Comment & Analysis results for Percent