September 21, 2019

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Featured News

A gap in the high-tech market

Wealthiest clients don't have access to best-in-class technology the mass affluent enjoy

Bonhill's Women in Asset Management award winners

Recognizing 16 female role models in the investment industry

Efforts to block Reg BI likely to lead to delay, confusion

Investors cannot wait for the lawsuits to work their way through the courts.

Create a trust when passing on wealth

It will protect the assets from creditors and children's spouses in the event of a divorce.

Can a recession benefit an advice firm?

Leon LaBrecque sees opportunity in recessions.

Ultra-rich want wealth to make a difference

Many UHNW clients no longer have to be convinced of the merits of impact investing

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