iCapital will introduce the first-of-its-kind reusable KYC/AML passport technology for alternative investments, aiming to eliminate duplicative investor profiles and compliance checks, which saves ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...