News, Comment & Analysis results for RFA
Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up
A possible wealth tax in California is a controversial topic that has lessons not just for the...
"Mind The Gap:" Family Offices' Wealth Transfer Planning Challenge – Survey
The study examined a number of topics that APAC family offices are exercised about; one theme was a...
Global Politics, Talent Woes, Legacy Anxiety And Private Equity Seize Family Offices' Attention
A new survey of the world’s family offices sector examines what these organisations are most...
Allspring Positive On US Small-Mid Caps, Emerging Markets In 2026
US-headquartered asset manager Allspring released its 2026 outlook this week, sharing its insights...
How Wealth Managers, Banks Reimagine Front Offices – Accenture
The report from Accenture found that most firms in Asia are only "scratching the surface" of what...
Swissquote Bank In Singapore Unveils OpenWealth API Connectivity
The Swiss firm in Singapore is using its system to help improve onboarding and other important...
Family Offices Hold Fire On Asset Allocation In Volatile Times – Citigroup Study
Family offices around the world took a cautious view of their asset allocation and overall risk...
Opinion Of The Week: Wealth Managers' AI Uses Proliferate, But Optimum Strategy Is Tough Call
The editor considers emerging fields such as "agentic AI" and how fast, or not, wealth managers,...
How AI Quietly Revolutionises World’s “Boring” Industries
People – including those in the wealth management sector – need to be less beguiled by the hype...
London Leapfrogs Hong Kong As World's Second Priciest City; Singapore Is Top – Julius Baer Report
The "Julius Baer Global Wealth & Lifestyle Report 2025" was published yesterday at a turning point...