family offices

Advisor Upside

Fidelity Hires New Head of 1,700-member Family Office Network

Photo by Hapabapa via iStock

Fidelity has hired an industry veteran to lead one of the world’s largest professional networks of family offices.

1 min read

Photo by Matt Buck via CC BY-SA 2.0

Advisor Upside

Wealthy Families Are Ditching Cash for Riskier Wagers

Family offices are trimming their cash investments and moving into equity plays as the outlook for global markets improves.

2 min read
Photo by Luke Peters via Unsplash

Advisor Upside

Wealthtech Wave to Top $9.4B

The wealthtech global market size is primed for continued growth as investors and advisors embrace AI and digital innovation.

2 min read
Photo by Amtec via CC BY-SA 2.0

Advisor Upside

Rich Families’ Wealth to Grow to $9.5 Trillion by 2030

Wealthy families with their own family offices will be nearly 200% richer by the end of the decade, according to a Deloitte report.

1 min read

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