Chairman's Council sends strategy essays to wealth management advisors on growing assets under management and revenue, with a focus on acquiring other advisors' practices and on preparing for competitive prospect meetings. Each issue argues a clear position and cites industry data such as Schwab benchmarking and DeVoe and Company deal counts.
Website: https://www.thechairmanscouncil.com
Numbered papers on how ownership, control and decision-making work for capital held through trusts, pensions, companies and family arrangements. Written from a UK wealth-management and family-office perspective, with practical examples of legal structures.
Psyentific applies behavioural and evolutionary psychology to financial planning and wealth management, going beyond standard behavioural finance. Issues examine topics such as pension trust, the methodology behind value-of-advice studies, and the limits of client referrals.
A founder-led newsletter on how wealthy families can run their affairs with family-office discipline without building a full institution. Issues cover cross-border advisory gaps, the different forms a family office takes, and the governance and client-consent risks of AI in wealth management.
A French personal finance newsletter covering wealth management, French property taxation (LMNP, SCI), SCPI and market concepts, with case studies and concrete recommendations. It mixes a free Sunday edition, a paid Tuesday analysis written from a financial advisor's perspective, and some sponsored content.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
