News, Comment & Analysis results for White
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...
Compliance Corner: Monetary Authority Of Singapore Explores AI Agents' Impact
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
Who’s Moving Where In Wealth Management? – White & Case
The latest moves, appointments and personnel changes in wealth management for Asia-Pacific. ...
US Investment House Buys Minority Stake In Australian Wealth Boutique
The business in which the stake is being taken was founded in 2017 and manages A$6.6 billion ($4.58...