Data Sources

Editorial content (guides, glossary, comparisons, role profiles). Written in-house with AI-assisted research under the Editorial Policy and the rules on Methodology. These pages teach concepts and common practice; they cite no proprietary datasets and present no market data. Dollar figures are labeled illustrative examples.

News headlines. Aggregated from the public RSS feeds of named mainstream publishers — each item displays its source and links to the original article. The current feed roster is listed on the News page footer of this section and includes business/wealth desks of major outlets; publishers own their content. Feeds that stop working are removed rather than replaced with generated items.

Directory. Hand-curated list of real organizations (multi-family offices, custodians, software platforms, associations, professional firms). Facts are limited to conservative descriptions and the official website, which an automated link checker verifies; profiles state their last verification date.

Resources. Real books, reports, associations, conferences, podcasts, and education programs, each linking to its official page. Links are verified automatically.

Interactive tools. Deterministic in-house logic (documented on Methodology); no external data feeds. Output figures are rounded illustrative ranges.

What this site does NOT carry. No market quotes, no security prices, no performance data, no compensation-survey reproductions, and no client or personal financial data.