Latest Comment & Analysis
ANALYSIS: A New "Golden Visa" – Now It's Argentina's Turn
Argentina has introduced a citizenship-by-investment program, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to advi...
ANALYSIS: Removing A1 Gender Biases In Wealth Management
Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the tech and weal...
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event – such as a launch of a rocketry, satellite and engineering company – takes place. ...
Latest News
Deals Of The Day: The Latest In Wealth Management M&A – Modera, RS Crum
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Change At The Top Of PNC
As the group's existing CFO prepares to become executive vice chairman next March, PNC is elevating one of its own senior figures to take over the chief financial officer role. PNC provides services including we...
German Asset Manager Outlines 10 Investment Themes For 2027
German asset manager DWS has published the fourth edition of its CIO Special, which sets out 10 key themes for the year ahead. From Washington to Berlin, and from AI data centers to the new space economy, DWS ou...
What's New In Investments, Funds? – Benefit Street Partners
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who's Moving Where In Wealth Management? – Envestnet, LPL Financial, Raymond James
The latest senior wealth management sector moves in North America. ...
Deals Of The Day: The Latest In Wealth Management M&A – Robertson Stephens, ALTIUS Financial
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...