News, Comment & Analysis results for RFA
AI Implementation Dominates Family Office FinTech Summit
This publication's family office fintech summit explored how AI is put to work by family offices
Envestnet Lifts Lid On What Advisors Really Focus On
Based on the actual data use from its own systems, the US firm shines a light on what clients want
Who's Moving Where In Wealth Management? – Baird, Verdence, Others
The latest moves, appointments and personnel changes in North American wealth management.
CLO Equity: Where Complexity Meets Opportunity
The author of this article takes a dive into the world of what are called collateralized loan
The New Power Couple: What Happens When She Has The Fortune – Part 2
The second half of an article that explores modern married couples and what happens when the wife
The New Power Couple: What Happens When She Has The Fortune – Part 1
The first half of an article that explores modern married couples and what happens when the wife is
Foundation Source Expands DAF Platform Capabilities
Foundation Source has been making a splash in the philanthropy world since it had a change at the
Family Offices Hold Fire On Asset Allocation In Nervous Markets – Citigroup Study
Family offices around the world took a cautious view of their asset allocation and overall risk
Where Next For Clients' Planning After One Big Beautiful Bill?
We continue to delve into what the One Big Beautiful Bill – now enacted into law – will mean
Opinion Of The Week: Wealth Managers' AI Uses Expand; Optimum Strategy Is Tough Call
The editor considers emerging fields such as "agentic AI" and how fast, or not, wealth managers,