The HNW Trusted Advisor Forum is a newsletter aimed at high-net-worth advisors across disciplines, offering cross-disciplinary education and networking. The recent issues in the sample are almost entirely fundraising appeals for a platform relaunch, with little substantive content to judge.
Website: https://thehnwtrustedadvisorforum.substack.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.
Bid/Ask is an institutional-style research newsletter for wealth advisers, offering data-driven critiques of conventional asset allocation and ETF practices. It challenges orthodoxies such as the 60/40 portfolio, index inclusion rules, and dividend-based investing, with interviews and analysis.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
