Latest Comment & Analysis

ESG
January 14, 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut the use of carbon and promote a cleaner planet. ...

Uncategorised
December 23, 2021

Updated Forward Features For 2022

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Legal
December 20, 2021

Choosing Your Estate Attorney – Part 2

This is the second half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Trust Estate
December 17, 2021

Choosing Your Estate Attorney – Part 1

This is the first half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Company Profiles
December 13, 2021

Creating An "Oasis" For Objective Advice And Ideas

This news service recently interviewed one of the founders of R360, an invitation-only network for people holding at least $100 million of investible wealth. Michael Cole talks about a hunger for objective advic...

UHNW Institute
December 9, 2021

Does Your Firm Really Offer Integrated Family Wealth Services?

What is the value of "integration" in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of se...

Latest News

Reports
January 21, 2022

Northern Trust's Wealth AuM Rise; Group Net Income Shines

Across most of the wealth sector aspects of Northern Trust's business, results came out stronger in the fourth quarter of last year. ...

Technology
January 21, 2022

Digital Digest: The Latest Tech News – InvestCloud, Ameriprise Financial

The latest technology news in the wealth management sector from around the world. ...

People Moves
January 21, 2022

EisnerAmper Launches Family Office Tech Solutions Offering

The new offering is designed for single-family, multi-family and outsourced family offices. ...

People Moves
January 21, 2022

Who's Moving Where In Wealth Management? – BNY Mellon Wealth Management, Chilton Trust, Others

The latest moves in the North American wealth management sector. ...

Strategy
January 21, 2022

iCapital Sponsors Another Top Golfer

The deal is an example of the kind of commercial sponsorship for sports that wealth managers undertake. ...

Reports
January 20, 2022

Wealth Results Shine At Bank Of America

Drilling into the details, the group noted that private bank clients made greater use of digital channels in 2021. ...