04/01/2025
Innovation to Financial Planning Software Will Provide Tailwind to Advisor Adoption
Technological innovation likely to be an important driver of growth in the delivery of financial planning services by advisors
Comment, Analysis & Research
04/01/2025
Going for growth: Entrepreneurs in Canada doubled down on their scaling ambitions
The latest Ownr survey showed a vast majority of business owners in Canada leveraging multiple income sources to fund their business and accelerate growth plans
04/01/2025
Going for growth: Entrepreneurs in Canada doubled down on their scaling ambitions
The latest Ownr survey showed a vast majority of business owners in Canada leveraging multiple income sources to fund their business and accelerate growth plans
03/28/2025
Women's History Month: Female advisors talk about 'trailblazing' and wealth management
Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.
03/27/2025
Steering portfolios through a new world (dis)order
A slowing US economy is the first casualty of policy uncertainty.
03/27/2025
For Advisors, Fiduciary Duty Pays Off with Affluent Investor Satisfaction
70% of those who believe their advisor is obligated to act as a fiduciary indicate they are satisfied with their relationship and less interested in finding a new provider
03/24/2025
Goodbye IFIC, hello SIMA
The catalyst for rebranding was this shift from the two-legged stool of asset management
03/21/2025
US Bank on the 'dirty little secret' of applied foresight and 'future safaris'
At the base of the future is, contradictorily, the past and the lessons it offers us. Futurism or applied foresight is an investigation into the trends and trajectories of previous examples of these past situations.
03/19/2025
More Than 72% of Financial Advisors Are Compensated by Fee-Based Models
Alternative fee structures and the option for clients to receive various planning services can be a differentiator
03/14/2025
From Wealth Preservation To Value Creation: Family Offices' Venture Capital Revolution
This transformation represents both opportunity and challenge for the venture capital industry.
03/14/2025
With uncertainty comes growing economic risk for the Fed to weigh
Employment growth has largely persisted
03/14/2025
Jill Jones Provides Assurance on EB-5’s Stability
The next 24 hours saw a flurry of articles and statements from across the EB-5 industry,
03/13/2025
Tariffs are causing a market meltdown—but some in the wealthy 1% see a chance to cash in
But the 1% aren’t necessarily surprised by the president’s actions and orders.
03/10/2025
Five key charts from UBS's annual returns study
UBS’s 2025 Global Investment Returns Yearbook highlights the US, breaking down the ‘American exceptionalism trade’ and the sheer level of market concentration in tech giants.
03/07/2025
IWD 2025: Championing Women in Financial Services
On International Women’s Day, industry leaders reflect on progress and the ongoing efforts to drive gender inclusion in banking and finance.
03/05/2025
Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series
Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers
03/05/2025
The case for office conversion
Repurposing outdated offices into much-needed residential units is part of the solution.
02/28/2025
Aquiline to Acquire SEI’s Family Office Services Business
SEI’s Archway Platform is designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families.
02/26/2025
Morgan Stanley’s 'key driver' is wealth management, analyst notes
The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.
02/26/2025
Henley & Partners Welcomes "Trump Gold Card" to Attract Wealthy Migrants to the US
Any new investor visa would require new legislation which would have to pass through Congress