Question: Since our largest banks became large by joining together many regional banks and became rich enough to practically own Congress, it seems to me we should take them apart for our own safety, ...

In our 2023 Global Family Office Compensation Benchmark report, we found that 60% of the surveyed family offices identify risk-adjusted growth as the main purpose of the entity. This means that ...

There are a wide range of different financial markets. Each plays a role in the transfer of wealth and liquidity across economies. These markets all touch each other in some way, and it’s worth ...

Greater use of centralized portfolio management means advisers are under pressure to prove their value in other ways, such as offering financial wellness programs. Given the pending Department of ...

Family offices want to have investment portfolios like those of institutions and that aspiration continues to influence their structure and hiring. In their quest to be more sophisticated investors by ...

I recently spoke with Forbes Family Trust's Partner and Director of Research, James McGrath regarding the firm's recognition as the "Best Outsourced CIO Solution" at the 2018 Private Asset Management ...

A list of top-performing stocks over the past 20 years would be filled with familiar faces: Amazon.com AMZN, Microsoft MSFT, Domino’s Pizza DPZ, and other well-established brands. But there would be a ...

Edward Jones has agreed to acquire select assets and technology from Natixis Investment Managers’ overlay management services business, a move that will shift control of a key investment function ...