Icon Wealth Partners tap Dynasty for fiduciary platform

The three founders come from Morgan Stanley and UBS

Katherine Goh 24 February, 2017

The newly-launched RIA will utilize Dynasty’s fiduciary platform

Katherine Goh 23 February, 2017

Even if tax rates go down in 2017, the structure helps eliminate administrative burdens

Katherine Goh 22 February, 2017

Even if tax rates go down in 2017, the structure helps eliminate administrative burdens

Katherine Goh 22 February, 2017

Atlanta boasts several Fortune 500 companies and a growing wealth scene, making it an ideal choice for Abbot Downing

Katherine Goh 21 February, 2017

Millennials are also driving financial planning conversations

Katherine Goh 21 February, 2017

Going against the grain: Investment opportunities in agriculture

Commodities are projected for a boom year coming into 2017.  For this month’s feature, PAM dives into a few of the opportunities for ultra-high net worth investors in the ever-changing agricultural sector, as well as its risks and protection against volatility within the space.

Katherine Goh 2 February, 2017

PAM’s 2017 Investment Outlook for high net worth investors

Investors are revved up for new opportunities lying ahead in 2017. PAM investigates which sectors are best positioned for growth in the year to come.

Katherine Goh 6 January, 2017

Rise of the real estate emperors

For this month’s edition, PAM zeroes in on real estate developers, how they grow their wealth, and why they keep it in the family.

Katherine Goh 6 January, 2017

Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Five specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers