Blog

February 13, 2023

Envestnet ESG is Nothing More Than Additional Information

Envestnet (ENV) is an American financial technology corporation that develops and distributes wealth management technology and products to financial advisors and institutions. Their flagship product is an advisory platform that integrates the services and software used by financial advisors in wealth management. As global challenges such as climate risk, increased regulatory pressures, social and demographic […]

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January 31, 2023

Technology and Succession Drive: Family Offices and HNW Next-Gen

HNW Next-Gen are bringing a variety of behaviours and priorities to the family office table, as well as new investment paradigms. They’re also influencing the way family offices approach governance and strategy. They are also disrupting traditional banking and investment modalities to achieve socially responsible, impact and sustainable outcomes. These new investment strategies come with […]

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