Insight, news, research and case studies from the wealth-management community. Filter by topic, segment, format, or geography, and follow the work moving advisory firms now.
A retrospective on five private banks that finished their goals-based rollouts in 2025, what advisors actually used, what they didn't, and the planning conversation that changed.
A wave of targeted incidents against advisory firms is forcing a reset on who owns risk, and what the next twelve months of board-level questioning will look like.
How three single-family offices restructured their data, reporting, and governance layers ahead of a generational handover, and the platform choices they regret.
For firms serving cross-border HNW clients, the cost of getting tax reporting right has quietly tripled over the past five years. A workflow map, with the failure points marked.
Three big-platform launches in Q2 took custom indexing from "interesting demo" to a real RIA product line. Adoption data from the early movers, and where the friction still sits.
Three regulators have made very similar statements in the past six weeks. The direction of travel is clear; the operational shift inside firms is just beginning.
The bar for the HNW portal experience has moved decisively in the past year. What firms are shipping, and the design choices separating the leaders from the laggards.
For years it was a fringe research interest. Two large platforms have now wired behavioural prompts into the advisor's daily flow. The early evidence is interesting and uncomfortable.
A North-American multi-advisor firm rolled out direct indexing across 4,300 households in twelve months. The operations playbook, the tax-loss model, and what they would do differently.
The latest update from the European working group narrows the gap between two parallel reporting regimes, and creates an immediate workflow question for cross-border firms.
The portfolio commentary and meeting follow-up surfaces are quietly maturing. A look at four firms shipping high-quality client comms with very different model strategies.
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