News results for Archive

People Moves
May 13, 2021

Tiedemann Advisors Names New Chief Compliance Officer

The CCO comes from Carlson Capital, where she had served in a senior legal officer role.

Strategy
May 13, 2021

Moneta Launches Trust To Aid Family Wealth Transfer

The RIA says the move will simplify wealth planning for families ready to transfer wealth to the

Compliance
May 13, 2021

Compliance Corner: SEC

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

People Moves
May 13, 2021

Who's Moving Where In Wealth Management? - Evercore, Argent, Others

The latest senior wealth management moves in North America.

Awards
May 13, 2021

Family Wealth Report Awards 2021 - Video Interview – OUR FAMILY OFFICE

Here is another video interview relating to our North American awards, as announced last week. We

Comment & Analysis results for Archive

Technology
March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human

Family Office
March 30, 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the life sciences sector by a Middle East sovereign

Technology
March 30, 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the

Technology
March 29, 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be

Technology
March 25, 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about