Client Affairs
January 31, 2025

US Data, European Rate Cut Highlight Transatlantic Divergence

After the European Central Bank cut interest rates and the US Federal Reserve put theirs on hold,

Strategy
February 28, 2022

Why Partners Should Review Their Buy-Sell Agreements – Now

It is vital for advisory firms to review those agreements before partners face a crisis or an

Strategy
October 5, 2020

Will Equity Answer Wealth Management’s "Compensation Conundrum?"

Compensation, recruiting, retention and equity are the main factors that cause wealth management

Investment Strategies
July 20, 2016

Evidence Adding Up That ESG Investing Makes Hard Financial Sense

More evidence is emerging that suggests paying heed to environmental, social and governance issues

Market Research
March 10, 2011

How UHNW Indian-Americans Are Solving Financial Challenges – White Paper

White Papers
March 23, 2010

Rethinking Risk And Diversification

Fortigent's Scott Welch looks at some of the academic and workplace approaches to portfolio

Family Office
February 20, 2009

City National appoints new wealth-business head