News, Comment & Analysis results for White
ANALYSIS: Sports Finance Benefits From AI "Moat" – A Look At The Sector
We look at a possibly under-appreciated aspect of sports finance and why wealth management is...
Mistakes To Avoid, Approaches To Adopt In Selling Business – BNY Wealth Study
The report examines why business owners think of selling, what the typical mistakes are, how to...
Summary Of Senior Wealth Management Moves In Asia-Pacific – July 2026
Banks such as Julius Baer and Bank of Singapore made high-profile moves, and Schroders also added a...
Stocks, Luxury Goods To Benefit, Traditional Collectables Will Suffer In Great Wealth Transfer – Study
There is considerable commentary on a multi-trillion dollar wealth transfer and what impact it will...
OPINION OF THE WEEK: Beware Of AI Notetaking Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...
ANALYSIS: The Evolving, Widening World Of Concierge
Delivery models and client demands continue to evolve in the area that can be loosely called...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...
CFA Institute Explores How Investment Sector Navigates AI Impact
AI is forcing structural changes to the way that the investment and wealth management sector works....
OPINION OF THE WEEK: Millennial, Gen X, Boomer: These Terms Say Little About Your Client
It is time to retire generational labels of clients, particularly in public commentaries from the...
Managing Family Offices' AI Risk – White Paper
This paper from a law firm points out that family offices operate in a highly sensitive...