This content is from: Portfolio A New Generation Is Pushing Family Offices Into Crypto But families will have to balance issues like energy-intensive crypto mining with environmental concerns. By Hannah Zhang February 24, 2022
This content is from: Corner Office With Dyal and Petershill Going Public, Investcorp’s Fundraise Shows Growing Appetite for Smaller Alternative Firms Investcorp raises $700 million as it nears the close for first GP stakes fund. By Julie Segal February 22, 2022
This content is from: RIAIntel It’s Time RIAs Got Serious About Succession Planning Advisors help clients manage their finances, yet one in four have no succession plan. Enough of “do as I say, not as I do.” By Gary M. Stern June 02, 2019
This content is from: RIAIntel If You Suddenly Die, Your Clients Should Be Fine, Succession Plan or Not Advisors may not need a full-fledged succession plan like everyone says. A simpler contingency plan can suffice. By John Kimelman December 04, 2019
This content is from: Corner Office When Succession Planning Goes Wrong Och-Ziff’s unexpected choice of CEO shows how a transition plan can fall apart. By Amy Whyte March 06, 2018
This content is from: RIAIntel RIAs Were Asked to Rank Strategic Initiatives. Dead Last: Succession. All talk, little action in Schwab’s annual benchmarking survey. By Michael Thrasher July 25, 2019
