Alti Tedemann Global, an international company for international wealth management and alternative investment with more than $ 77 billion in wealth, has won the Konora's family office, a hamburg, multi-family office based in Germany and asset administration firm with about $ 15 billion in AUM. This is the first European -based acquisition of Alti Tedemann…

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We have returned with another round of wealth management technology titles that attract attention. Even in a short month, a lot was happening. Here is what we think is affecting our industry this February: CFPB Disraray puts Fintech in the future, Bank's surveillance in question We have mixed emotions in this news. There are times…

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The SEC Commissioner, Hester Peirce, admitted that the agency “will see people leave” while the threat of staff reductions approaches, saying “some of those departures will be very difficult” for both him and the agency. “At the same time, there is really deep talent there,” Peirce said during a discussion at the annual conference of…

This article was co -authored with Sourav Srimal, SVP, Solve. Recently launched SPDR SSGA APOLLO IG PUBLIC AND PRIVATE CREDIT ETF (Private) It has received significant industry attention because it proposes to hold between 10% and 35% (and potentially even more) of its portfolio in private credit instruments. This would exceed the 15% limit of…

I have begun to compile my sense of using it throughout the councilors industry. For this column, I have referred three different surveys. The latest is the 2025 version of the annual T3 information software survey, located together by Joel Bruckenstein and Bob Veres, who came out this week at the T3 Conference. I will…

Once a pleasant sentence is decorated for messages between friends, Emojis have infiltrated business communications, from Slack to teams, SMS and even email. And while they may seem harmless, they are an increased risk of compliance that most firms are not equipped to handle. In regulated industries, every part of communication – every “fingers up”,…

(Bloomberg) -The famous Bridgewater Associates founder Ray Dalio has arrived in the exchange market marketed by exchange, just like the type of macro riots seeking to guard against global cleansing assets. SPDR Bridgewater All Weather Etf begins to trade under Ticker Allw on Thursday, according to a press release. The fund, which loads 0.85% per…