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Latest News

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M and A - October 22, 2020

Hightower Adds To Wealth Management Tally

The transaction is the eighth that Hightower has entered into this year, taking its total collection of advisor firms to 113, spanning 33 states. ...

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Reports - October 22, 2020

SEI Investments' Income Fell In Q3

The US-based business provides investment and other outsourced services to a range of financial sector players, including private banks, family offices and wealth management houses. ...

Comment and Analysis

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Wealth Strategies - October 12, 2020

Don't Let Your Politics Blunt Investment Returns

Political opinions, of any kind, can seriously reduce your investment returns. Anti-capitalism and nationalism are among the most harmful biases, but they are by no means the only ones.  ...

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Family Office - October 9, 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family members are working from home? Coping with a biological virus can actually increase the risks of falling victim...

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M and A - October 8, 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity, breakaways, and what this says about the state of the market. ...

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Investment Strategies - September 24, 2020

Pandemic: ESG's Deathknell Or New Beginning?

What effect has the global pandemic had on the trend known as ESG investing? Is it a net plus for the idea or has it actually pushed the concept backwards? If the focus in the coming months is on how to raise gr...