Investment

Financial planning | 25 Sep 24

The study covered more than 300 family office professionals managing a combined $155bn in assets

Companies | 23 Sep 24

Readers of both II and IA will be able to vote for their favourites here on II and IA

Investment | 19 Sep 24

The sale is expected to complete in early 2025 calendar year

Investment | 19 Sep 24

More than one-third of outsourcer advisers expect to increase their use of model portfolios over the next 12 months

Financial planning | 17 Sep 24

Collidr Technologies uses its proprietary AI technology to deliver investment portfolio solutions to the investment community