Finance News
How World-Leading Family Offices Are Thinking and Acting
Explore one of the largest and most global family office reports, from Citi Private Bank.
By NB
Sep 20, 2023
Carson’s Jamie Hopkins to Lead Private Wealth Team at Bryn Mawr Trust
Hopkins is leaving Carson Group to be closer to home, but will remain a Carson partner and continue to lead the FinServ Foundation.
By NB
Sep 20, 2023
New Survey Makes the Business Case for Pro Bono Planning
Some 53% of CFPs would do more pro bono planning work if their firm encouraged it, yet only 28% report that their firms support it, according to a new survey from the Foundation for Financial Planning.
By NB
Sep 20, 2023
Planning for Digital Assets 101
From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
By NB
Sep 20, 2023