News, Comment & Analysis results for Definiti

Practice Strategies
April 11, 2025

Why Wealthy People Receive Sub-Par Healthcare And How To Fix It

The following article, written by a senior figure in the medical profession, challenges

Compliance
April 10, 2025

Compliance Corner: SEC Statement On US Dollar-Based Stablecoins

The latest compliance news: regulatory developments, punishments, guidance, permissions and new

Strategy
April 7, 2025

Miami’s Lucrative Latin American Market: Ample Opportunity, Proceed With Caution

Our US correspondent examines Miami's status as an international wealth hub, and the kind of

M and A
March 31, 2025

Commonwealth Deal “Major Coup” For LPL 

This news service looks at how LPL Financial's ambition to be a major wealth management force

Strategy
March 26, 2025

Future Proof: Wealth “Transfer” Stirs Controversy; How Advisors Can Bridge Generation Gap

There is a great wealth transfer happening – although recent controversial remarks might suggest

Compliance
March 18, 2025

Transparency International – Latest Lessons For Wealth Managers

An expert on compliance issues around the world lays out the latest overview from the organization

Compliance
March 14, 2025

US Corporate Transparency Act: Compliance Reinstated, Enhanced Enforcement – New Deadline

One of our regular columnists and expert on legal matters writes about new developments affecting

UHNW Institute
February 28, 2025

UHNW Institute Symposium – Full Report

Here is the complete report from the Institute's Symposium, held in New York in November last year.

Investment Strategies
January 21, 2025

Art And Technology: Redefining Authenticity In A Digital Age

Here is another segment from the family office investment summit held and organized by this news

Uncategorised
January 2, 2025

2025 Forward Features Calendar

This news service's forward features calendar for 2025 is a taster – an invitation to our readers

Comment & Analysis results for Definiti

Family Office
May 18, 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons

Tax
February 28, 2005

Modernising the Tax System for Trusts: The Basic Rate Band and a New Definition

In August 2004, the UK Inland Revenue published its most recent consultation document relating to