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Wealth Management Today: Client relationships take center stage

The wealth management industry in North America is undergoing a significant transformation. New options such as robo-advisors, increased scrutiny of fees, and evolving compliance requirements are among the many drivers of this change. Financial advisors and their firms need to

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Posted in Wealth Management and Financial Planning

The changing landscape of alternative structures

Alternatives have long been the mainstay of private investment vehicles, found in the confines of secluded cocktail parties and offices of private bankers.  Their highly structured nature brought many advantages that allowed their creators to benefit from longer investment periods,

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Posted in Technology, Traditional and Alternative Asset Management


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