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Latest News
Goldman Sachs Names Region Head Of Northeast PWM
The senior Goldman Sachs figure has been at the US firm since 1999, holding a number of senior positions in the private wealth management side. ...
Risk Management Use Case For AI: What’s Here, Possible, And Unlikely
Below is one of several panel discussions held at last week’s Family Wealth Report Family Office Fintech Forum 2025. ...
F2 Strategy Makes Another Acquisition
The acquisition enables F2 to launch a new strategic service, it said. ...
Compliance Corner: Edward Jones, Bank Charter Application
The latest compliance news: regulatory developments, punishments, guidance, permissions, new product and service offerings. ...
Pre-Tax Q1 2025 Income Rises At Oppenheimer
Within the wealth segment of the New York-headquartered business, Oppenheimer said pre-tax income fell on a year before. ...
US Wealth Advisor Firm Announces Scholarship
This news service is looking at the field of talent management and development – and scholarship programs are part of the process ...
Legacy In Motion: Fredda Herz Brown On Family Members In The Family Business
The following conversation took place at last week’s Family Wealth Report Investment Forum in New York, featuring Fredda Herz Brown, talking with Joe Reilly, a regular writer for FWR and founder and CEO of Cir...
Integrated Partners Teams Up With Business Owner Engagement Platform
The RISR business platform is designed to improve the way RIAs and similar firms integrate financial, tax and business planning. ...
Trends And Advice Highlight Family Office Investment Forum
The investment issues confronting family offices, such as a switch to private markets, through to current volatility, collectibles, and impact, were put under the microscope in the annual investment forum in New...
Wealth Management M&A Shrugs Off Market Turmoil – ECHELON Partners
The investment bank and advisor to the wealth management industry in North America gives its latest data, showing that for all the noise and market turbulence, the quarter clocked up the second highest number of...
Who's Moving Where In Wealth Management? – SEIA, Raymond James
The latest moves, appointments and personnel changes in North American wealth management. ...
Wealth Management, Advisor Coalition Expands
The coalition of North American firms, called the Net Positive Consortium in Wealth Management, founded in October 2024, is building an alliance of firms across the US. It exists to build best practice and drive...
Deals Of The Day: The Latest In Wealth Management M&A – Integrated, Albritton, RBC WM, MK Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Award Winners
WealthTalk - Awards Videos
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WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
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WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
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Guest Articles
Choosing a Corporate Trustee
Those who want to set up trusts might choose a family member, business associate or close friend, but that can create conflicts of interest. This is where corporate trustees come in. ...
Transforming Family Governance: Embracing A Care Ethic
The writers argue that ideas around family governance are being shaken up by a changed understanding of how family dynamics work, and by changed views about ways disagreements can be handled, legacy protected, a...
Setting The Scales On AI: Rebalancing Risk, Staying Open To Opportunities
Given that "Big Techs" have often fed into, and benefited from, the excitement generated by AI, the author of this article examines ways to invest into it, and considers the risks involved such as the dominance ...
Sponsored
Five Trends In Luxury Lifestyle And Travel Management For Family Offices
This article looks at a business specializing in luxury travel and lifestyle – Maison Benjamin – and the trends it sees unfolding in these areas. ...
Configuring Right Tools For Your Family Office: Considerations For Tech, Operations
An overview and summary of a panel discussion at this news service's recent family office technology summit in New York City. ...
Technology: Navigating Current Challenges And Future Opportunities
An overview and summary of this news service's family office technology summit in New York City. ...
Register for FamilyWealthReport today
Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes
Comment and Analysis
“Our research-driven features explore the most relevant topics for wealth managers, ranging from how technology shapes the industry through to which international financial centres make the largest impact. Our editorial and research teams draw on deep experience to bring readers the insights they need to drive profitable businesses in a fast-changing world.”
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...
Miami Wealth Managers: How We Work With Latin Clients
In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular approach to lining up potential parties in wealth management M&A transactions. ...
Miami’s Lucrative Latin American Market: Ample Opportunity, Proceed With Caution
Our US correspondent examines Miami's status as an international wealth hub, and the kind of business opportunities – and risks – that go with it. This the first of a two-part feature. In this article, FWR t...
Commonwealth Deal “Major Coup” For LPL
This news service looks at how LPL Financial's ambition to be a major wealth management force proceeds apace. ...
Avoiding Trap Of Portfolio Concentration Risk – In Conversation With Cache
The risk of having all one's "eggs in one basket" when it comes to stocks and other investments is often talked about, but not always easy to correct without triggering taxes and other costs. We talk to a firm t...
Research Reports
“We’re lucky to have an unparalleled network among the industry, encompassing the most senior executives along with those on the front line across all its segments. This allows us to delve deeply into every issue affecting the wealth industry and also to drive the discourse on key strategic issues.”
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
The Bahamas: A Complete And Compelling Choice - Part 2
This document sets out areas that continue to preoccupy financial services professionals working in The Bahamas. ...
The Bahamas: A Complete And Compelling Choice – Part 1
The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...
The Bahamas: A Complete And Compelling Choice – White Paper
This news service is delighted to unveil the full edition of the Bahamas-focused publication that ranges across topics from digital assets to investment analysis. ...
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Article Categories
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M&A
Multi-Family Real Estate Shines For US-Based Hamilton Point Investments
We talk to an investment firm and manager based in the US northeast about the commercial property sectors it likes – and those it prefers to keep away from. ...
Private Credit Matures But Yet To Face Big Recession
We talk to a law firm that engages in the area of private credit funds and other alternative investments about its views on this market area, which has been hot in recent years. ...
Sandalwood Has Family Office Mindset In Its DNA
There's much talk these days in wealth management about the importance of "alignment" of interests. This news service talks to a US family office, built from an investment business that provides investments for ...
Private Markets Ecosystem Says It Fixes Fragmented Sector
In the quest to improve access and take out some of the chores and complexities involved in private market investing, new business models in wealth management continue to take shape. Here is an example. ...
Commercial Real Estate Outlook, Deals, and Risk for Family Offices
Here's an overview of discussions held at this publication's recent family office investment summit. The authors are David Wieland and James Brunger. ...
Big Trend On Campus – The Rise And Resilience Of Student Housing
The writer here gives an upbeat view on the case for investing in student housing. ...
How Wealth Managers Approach Thematic Investing
This article examines the topic of thematic investing, an approach portfolio managers use for choosing assets with certain shared characteristics that drive returns. ...
ETFs Driving Custom Benchmarking Boom
The range of indexes that track markets, themes and specific sectors continues to mushroom. New forms of financial engineering give wealth managers new ways to tap into a business area, and customized benchmarks...
Asset Managers Flex Muscles In Share Voting Season
There have been calls to improve transparency and the way shareholders participate in the proxy voting season as social and governance issues take on new urgency. ...
How Sustainability Is Redefining Asset Management
Sustainability has undeniably been the buzzword of 2019. This guest piece from the strategy team at Liquidnet examines the appetite for ESG and where the challenges lie. The author notes that in Europe alone, la...
What Does The Risk Of No-Deal Brexit Mean For Investors? RBC Commentary
RBC Wealth Management's head of investment strategy comments after an extraordinary week in Westminster. ...
Private Investments: Three Things To Consider Before Joining The 40 Per Cent Club
The 40 per cent club refers to institutions with 40 per cent of total portfolio allocation committed to private investments. They do this for good reason argues Cambridge Associates' managing director, and more ...
Web 3.0: Planning For Art NFT Collectors
NFTs are popular in applications which require unique digital items, including crypto art, digital collectibles and online gaming, where some guarantee of authenticity and ownership history adds value. As far as...
Online Art Auction Growth Here To Stay - Citi Private Bank Study
The fine art auction market can act as a temperature measure for how high net worth and ultra-HNW people feel about the state of the economy and their own finances. Growth of online art auctions has increased ra...
Donating Tangible Assets: Alternatives To Selling Art, Collectibles - Part Two
This second half of a two-part article examines ways of transferring art without actually selling it, in order to reduce tax liabilities and retain art within a family or some kind of structure enduring beyond t...
Donating Tangible Assets: Alternatives To Selling Art, Collectibles - Part One
This two-part article examines the ways of transferring art without actually selling it, in order to reduce issues around tax and also to retain art within a family or some kind of structure enduring beyond the ...
The Art Market: What Has Changed, What Should Stick
The pandemic offers art world players a chance to make big industry changes. This view, from a long-time collector, marks a fresh look at this important asset class for coverage in August. The last few months fo...
Managing the Family Art Collection As A Family Business
The author of this item, an expert on fine art and investment, argues that just like a family business, every family collection needs management both for itself and in order to share it with the outside world. ...
When Financial Storms Build, Consider Excess Deposit Bonds
Many wealthy people want to park their wealth in financial institutions to ride out market storms, but there are risks to this option. What tools exist to give peace of mind? ...
Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy
With so many financial market changes, planning challenges and complexity around investment, there's only so much one can expect from ultra-high net worth individuals' in their ability to learn their way through...
WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks
This is the eighth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa
This is the seventh edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
WEALTH TALK: Exploring Cross-Border Reputation Management
This is the fifth edition of a video series by this news service in partnership with international law firm, Kobre & Kim. ...
WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections
In this video, we discuss the kind of workload US wealth managers must contend with in the days ahead of the US elections on Tuesday next week. ...
US Corporate Transparency Act: Compliance Reinstated, Enhanced Enforcement – New Deadline
One of our regular columnists and expert on legal matters writes about new developments affecting the Corporate Transparency Act, a piece of legislation that became law little over a year ago and which was inten...
EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent
We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of daily news so that banks and others can keep abreast of risks, comply with rules, and safeguard their businesses a...
Reviewing "Center for Art Law Report on Anti-Money Laundering and Art"
With implications for the global market, a new guide to the world of fine art and anti-money laundering is reviewed by the author of this article. ...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or lack of it. Without proper controls, management integrity and attention to detail, most businesses will fail event...
The Pandora Papers One Year On – Lessons, The Way Ahead
The author of this article argues that however much anger is justified at those who stash illicit funds in various financial centers, that does not excuse law-breaking by those claiming to expose wrongdoing. Onc...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions – about how controversies in areas of ESG investing and sustainability are ultimately positive in the long run if...
Pushback Against ESG: Collective Action Or Collective Suicide?
The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar, hydrogen, biomass and other sources has, among other events, been interrupted by Russia's squeeze of gas exports to ...
Wealth Industry's Force For Environmental Good Accelerates
We talk to an investment firm at the cutting edge of putting money to work in businesses that cut the use of carbon and promote a cleaner planet. ...
Pricing Carbon: What Are The Options?
Putting a price on carbon emissions makes polluting energy sources expensive and provides an incentive for emitters to reduce them. That's the theory. What it looks like in practice is assessed by the head of in...
New White Paper Lifts The Lid On Family Offices' Insider Security Threats
Threats to family offices from those who work within it, and other persons, need to be fully understood and prepared for, argues the author of this new report. ...
There Is No Such Thing As A Family Office – Part 2
This article explores the the reasons for the problems families encounter by failing to view the family office as a methodology. ...
There Is No Such Thing As A Family Office – Part 1
With this provocative title, this article explores the terminology of the family office space and how to improve the quality of life for complex, wealthy families. ...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by Russia's attempted conquest of Ukraine and the aftershocks of the pandemic. We look at family offices that are tappi...
The Essential Tool That Family Offices Ignore
It’s no secret that private banking, which includes credit and lending services, is an essential tool for those who wish to preserve their wealth. So, why are family offices behind on adopting these useful str...
Single-Family Offices' Tech Shyness – How To Overcome It?
For all kinds of reasons, single-family offices have not rapidly embraced technology, although Covid-19 has jolted some into action. We talk to a variety of individuals about the market. ...
Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?
Goldman Sachs said yesterday that it is selling its Goldman Sachs Financial Planning business to Creative Planning for an undisclosed sum. Given its past move on United Capital Financial Advisers back in 2019, o...
Round-up Of Quarterly Wealth Management Financial Results
Here are the main quarterly results for major banking groups around the world so far in the latest results season. The results focus on the wealth management sides of banks....
EDITORIAL ANALYSIS: Will Funds Woo HNW Clients In Tough Times?
The drop in markets this year and prospects for sluggish growth even after lockdowns end will create a new environment for fund managers who in the past have sold their wares across a range of client groups. In ...
Q&A: Pioneer On Why The Insurance-Linked Securities Market Deserves Some Attention
Here is a Q&A with Pioneer about its insurance-linked securities fund and why it may appeal to the high net worth sector. ...
Springtime Is Here For Global Fund Managers But Inflation, China Are Worries - Merrill Poll
...
Fund Companies: Few Clients Trust Them
Few American consumers trust their primary mutual fund company or believe it’s an especially good money manager, according to a survey from ......
Swiss Pension Funds Not Subject to US Tax on US Dividends
In a Competent Authority Agreement (“Agreement”) between the Swiss and United States tax authorities, issued 10 December 2004, the question ......
Understanding New SEC Hedge Fund Rules
On December 2, 2004 the US Securities and Exchange Commission issued, after a considerable delay, its formal written release (the “Adopting ......
Avoiding Trap Of Portfolio Concentration Risk – In Conversation With Cache
The risk of having all one's "eggs in one basket" when it comes to stocks and other investments is often talked about, but not always easy to correct without triggering taxes and other costs. We talk to a firm t...
Private Aviation Investment Taps Rising Wealth Trend
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to reach destinations quickly, have all led to the world of upscale private aviation growing. And it is also generati...
Wealthy Global Families Keep Smiling On US Stocks – Bernstein Private Wealth
We talk to the US wealth management firm about what sort of positioning it is seeing from its clients in the US, and further afield. ...
Welcome To The Multi-Stage Life
What are the investment and wealth management implications of a longer lifespan and what has been framed as a "three-stage life"? This article, from Morgan Stanley, considers the picture. ...
Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2
"Hidden cash" can be a problem – for example money market funds held inside investment accounts. Investors and advisors might not fully understand how much of this cash exists, its impact, and what to do about...
ESG Investment And Arms – How Ukraine Changes The Conversation
ESG investors might once have assumed that weapons were off-limits, and divested from stocks of firms making fighter jets, guns and missiles. But as the Russian attempted conquest of Ukraine shows, weapons used ...
The 12th Tech And Ops Trends In Wealth Management Research Report – Now Live
The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organization. ...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family offices' work processes more efficient and effective. ...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the wealth management industry and the technology that it uses. ...
Family Offices Gradually Fall More In Love With VC
A report casts its eye over how family offices around the world approach venture capital. Such organizations are often thought of as holders of "patient capital", making them logical partners for VC as an asset ...
Family Offices Remain Overwhelmingly Male-Dominated - Study
The family office industry remains male-dominated, but those who work in it aren't perhaps as old as might be assumed. A new report seeks to illuminate the population characteristics of people who toil in the in...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
The Bahamas: A Complete And Compelling Choice – Part 1
The document has been put together by the Caribbean jurisdiction's financial services sector alongside this publication. This is the first of a two-part series. ...
HNW Americans Smile On "Golden Visas" – And What's Next
A marker for globalization and the degree of unfettered movement that people enjoy, the market for citizenship/residency-by-investment has developed rapidly since early days when it was dominated by a handful of...
The Bahamas And Resilience Through Testing Times – Latest Report
This is a mini-series on The Bahamas Financial Services Industry. ...
Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands
As part of a set of articles looking at how offshore centers have tried to cope with the pandemic and how this frames their status as wealth hubs, we talk to Ogier, the international law firm. ...
Pandora Papers: The Rich Are Back In Firing Line
Entrepreneur and surveyor of public attitudes toward wealth, Dr Rainer Zitelmann, takes aim at the latest "leak" of masses of data from firms catering to high net worth individuals. He argues that the affair sho...
Foundation Source's Growth Ambition And Promise Of "Philtech"
We talk to the US organization about "philanthropy technology" – aka philtech – how the sector of foundations is evolving, and the approach of the man who recently joined from the financial data and wealth m...
Philanthropy In Testing Times: A Transatlantic Perspective
Whether it is sunset clauses on foundations, arguments about purpose, help with clients about complexity, or other tasks, the role of philanthropic advice isn't a "soft" topic for wealth managers and banks. This...
CAF American Donor Fund Explains Transatlantic Philanthropy Model
A donor-advised fund that gives a dual-qualified solution for UK and US clients has spoken to this news service on its journey, how it works and its model. ...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean that charities' coffers are strained. How should asset allocation and liquidity be managed at such a time, or sh...
Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"
The author of this article sets out approaches that a rising generation of philanthropists can use to make the most of their goals in the years to come. ...
Philanthropy For Testing Times – How Donor-Advised Funds Are Working
Here are more thoughts from those in the philanthropy space about how markets and requests for aid are affecting the landscape. ...
Columbia University's New Wealth Program
It is the first time, its framers say, that an Ivy League university has developed a program of this kind. It also plays to a theme of how talent management and development is a key area for the industry at a ti...
EXCLUSIVE INTERVIEW: Healthcare Entrepreneur Solicits Family Offices, Others, To Finance Remuneration Revolution
A complete change in how healthcare professionals such as physicians are paid is part of how the US will wrestle with surging costs, an entrepreneur and veteran of the sector argues as he taps family offices and...
Interview - Cheap Valuations Look Tempting In Argentina
Argentina has been through difficult economic times but it is still the second biggest LatAm economy and there are signs that developments are turning more positive, an investment firm argues....
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...
Miami Wealth Managers: How We Work With Latin Clients
In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...
Miami’s Lucrative Latin American Market: Ample Opportunity, Proceed With Caution
Our US correspondent examines Miami's status as an international wealth hub, and the kind of business opportunities – and risks – that go with it. This the first of a two-part feature. In this article, FWR t...
Future Proof: Wealth “Transfer” Stirs Controversy; How Advisors Can Bridge Generation Gap
There is a great wealth transfer happening – although recent controversial remarks might suggest the amount being handed over is not as great as some think, or at the very least, advisors should not make compl...
Future Proof Comes To Miami Beach: Sand, Sun And Speed Dating
Our US correspondent attended a "Future Proof" conference in Miami Beach to take the temperature of the North American wealth management industry – and that further afield. ...
Riding The Southeast's Wealth Ascent At Bank Of America Private Bank
As shown by a number of high-profile hires, the private banking arm of Bank of America continues to pursue opportunities in the US South and Southeast regions. We talk to one of its senior figures. ...
The Good, The Difficult And The Stable – The View From Headhunters
We talk to wealth management headhunters in North America and other parts of the world about what they see as the important trends in the industry right now. ...
Millennials' Financial Habits Revealed – And Why They Need Advice
A study by Ameriprise Financial found that Millennials are more likely to transfer money to charity during their lifetimes, raising questions about whether they're thinking hard enough about long-term financial ...
Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated
There is much talk in the wealth industry about the importance of talent management but what institutions work to develop the skills and aptitudes? Here is a list from organizations around the world. ...
COVID-19 Hammers Billionaires, Some Escape Downdraft – Report
The market slump has wiped hundreds of billions from the portfolios of the world's richest men and women. A study from Asia shows that among the handful who bucked the trend, all of them were from China. ...
Emerging Millionaires: An Opportunity For Advisors - But Expect A Change In Demographics - Survey
An alarming 77 per cent of those on the cusp of entering millionaire territory don’t have a written financial plan, while a similar percentage aren’t confident in their ability to invest, a new study shows. ...
Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study
Three-quarters of estate plans relating to HNW clients are at least three years old, yet an overwhelming 95 per cent of these clients have experienced “significant changes” since the plans were drawn up, a n...
Tax Changes In Massachusetts: Another Look At Details
With changes to state-wide taxes coming in Massachusetts, this news service talks to a large US wealth management player for more detail about the implications. ...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals living overseas and often using multiple jurisdictions ...
Focusing On Fundamentals: Three Tax Strategies For 2023
The following commentary about tax planning comes from Bessemer Trust, the multi-family office. ...
California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor
FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of out-of-state trusts. The change could, the advisor says, drive even more affluent citizens from California and shrink t...
Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2
This is the second half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...
Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1
This is the first half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...
The Soaring Trend Of Wealth Management AI "Co-Pilots"
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...
FWR Family Office Cybersecurity, AI Summit – The Report
A range of industry experts cast their eye over cybersecurity programs, the role of AI in the family offices/wealth industry, the impact of new tech on physical security and building resilience are topics addres...
EXCLUSIVE: Focus On AI's Role In Wealth Management
Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered Fidelity National Information Services (FIS), discusses with this news service how wealth management will evolve...
T3: Data, Cybersecurity Overshadow AI
Our US correspondent considers the main themes that arose in the annual T3 tech conference, held in Las Vegas. Unsurprisingly, AI was on the agenda, but it did not dominate discussions. ...
How Sam Altman-OpenAI Saga Affects RIAs
Our US correspondent takes a detailed look at the drama around the leadership of OpenAI and what this means for the wealth management sector. ...
Protecting Clients, Firms In Age Of AI And Proliferating Tech
As we continue to examine the theme of "protecting the client," FWR talks to a large US wealth manager and lawyers in Asia about their views on AI, cybersecurity, and ways to protect firms and their end-clients....
Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves
When there's an election on the way, and tax is a regular feature of debate, advisors and clients need to be ready for whatever unpleasant measures are being proposed. The idea of taxing unrealized capital gains...
Estate Plans, Fine Art And Tax – A Heady Brew
It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and considerations about the assets that are valuable. Fine art might be a niche market in some ways, but it matters to many ...
A Walk Around The US Trusts Toolkit – In Conversation With Arden
Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019, works with clients to offer a range of different trust structures. We took the chance to ask the firm how concerns ...
Special Needs Trusts: Protecting The Whole Family With Wealth Planning
The authors of this article argue that trustees of special needs trusts should have a deep appreciation of the circumstances and aspirations of the beneficiary. ...
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning opportunities and techniques that can make trusts and estate plan far more effective. ...
When Should An Elderly Person Stop Driving?
The author of this article examines an issue that seems both mundane but also significant – when is it time for an older person to stop driving, and how can family members direct this conversation? The issues ...
Family Office Fintech Summit – The Report
As part of the value given to those involved in the summit and who want to find out more, we carry this report that condenses the main discussions and talks. ...
The Bahamas: A Complete And Compelling Choice – Part 4
In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...
RIAs' Digital Revolution Has Barely Begun - White Paper
There has been a lot of commentary recently about how wealth managers are having to embrace digital technologies of all kinds to stay relevant. A year ago, a study found the changes were not that far advanced. G...
Understanding The Psychology Of The Super-Rich
An academic and investor is exploring the psychological drivers of entrepreneurship and wealth. Here are some of his thoughts. ...
Smart Strategies For Growth: A Study Of The UK Wealth Management Industry
Smart Strategies for Growth: A Study of the UK Wealth Management Industry has now been launched, a whitepaper produced by WealthBriefing, in partnership with SS&C Advent. ...
Q&A: Learning From The Industry's Growing Group Of "Super-Ensemble" Advisory Firms
A group of around 250 "super-ensemble" firms, those with over $1 billion in AuM, are setting new standards for the advisory industry, according to a new report. This publication looks at what have been described...
Redefining Wealth Management: Highlights From The UHNW Institute Symposium
The Symposium, discussing the full implications of what is called Integrated Family Wealth Management, teased out ideas on how advisors can meet the complex and changing needs of UHNW families. ...
Integrated Wealth Management Under The Spotlight In New York
This publication talks to those involved in the UHNW Institute's IWM Initiative and its annual symposium, which is due to go ahead on November 14. ...
In Conversation With Authors Of "Wealth 3.0: The Future Of Family Wealth Advising"
There is a new way of thinking about wealth, its responsibilities and challenges that advisors must embrace, so the authors of a new book argue. One of FWR's regular contributors talks to the authors of "Wealth ...
Does Your Firm Really Offer Integrated Family Wealth Services?
What is the value of "integration" in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of se...
Family Office Solutions For Physical And Health Issues - UHNW Institute White Paper
Families often need to be supported so they can work through complicated medical and psychiatric problems, and handle sometimes fraught conversations when problems arise. The author of this White Paper sets out ...
UHNW Business Models: The Registered Investment Advisor
This article delves deep into the business model of the Registered Investment Advisor, exploring what should be its defining qualities and some of the associated controversies. It is part of a series of analyses...
India’s New Growth Drivers
This article examines the ingredients of India's rise as an economic and business power, and the investment case that this gives rise to. ...
Chinese IPOs In US Boom, But Regulatory Frictions Loom - Editorial Comment
Ironically, information about the boom time in US-listed IPOs of Chinese firms coincided with reports of how the SEC, along with other parties, is wrestling with Chinese firms and policymakers over disclosures a...
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular approach to lining up potential parties in wealth management M&A transactions. ...
Commonwealth Deal “Major Coup” For LPL
This news service looks at how LPL Financial's ambition to be a major wealth management force proceeds apace. ...
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition deals and the lessons coming out of this activity. ...
Private Equity’s Iron Grip On RIAs Grows
Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant player in mergers and acquisitions involving registered investment advisors. We probe what's going on. ...
RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off
The business of wealth management M&A in North America has changed from the frenetic pace of recent years, with rising interest rates and other forces playing a part. This article examines data on transactions a...
Schwab, Family Wealth Alliance Say Marriage Was Logical Step
After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth Alliance, we talk to both parties about the deal. ...