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Latest News

Awards
February 22, 2024

EXCLUSIVE: Winners Of Third Annual WealthBriefing WealthTech Americas Awards 2024

These awards are the latest in a series of programs designed to focus on outstanding practitioners in the industry. ...

People Moves
February 21, 2024

New Republic Partners Targets Denver

Charlotte-based New Republic Partners, an investment management and wealth advisory firm, expands into the Denver market and makes a senior hire to lead the effort.  ...

People Moves
February 21, 2024

PNC Names Senior Figure As President

The group provides services that include wealth management and private banking, among others. ...

People Moves
February 21, 2024

Summary Of North American Executive Moves – January 2024

A roundup of moves and appointments in the North American wealth sector. There were prominent changes at firms including JP Morgan, Bernstein Private Wealth Management, and Rockefeller, among others. ...

Financial Results
February 20, 2024

Temenos Earnings Rise In 2023; Shares Weighed After Short-Seller Claims

The firm has issued 2023 and fourth-quarter results. While the figures were mostly positive, the share price remains under pressure. A short-seller has attacked the company, making allegations about its accounts...

UHNW Institute
February 20, 2024

Choosing A Family Consultant – How To Do This Right

For years, there was no independent guide for wealthy families on how to set about choosing and vetting family advisors. Even knowing what sort of questions to ask can pose problems. We talk to Dr Jim Grubman, a...

Strategy
February 20, 2024

Create “Coaching Culture” To Build Skills For Sustainable Family Wealth

Coaching can provide a mindset and build a framework for a successful family – for all generations, the author of this article argues. ...

Statistics
February 20, 2024

RIAs Expand Headcount, Certified Financial Planner Population Grows

Separate figures for the RIA sector in the US, and the certified financial planner segment around the world, point to a rising number of people in these areas.     ...

Strategy
February 16, 2024

Van Lanschot Kempen Favors Japanese Over US, European Equities In 2024

Joost van Leenders, senior investment strategist at Netherlands-headquartered wealth manager Van Lanschot Kempen, discusses the global asset allocation outlook for 2024. ...

People Moves
February 16, 2024

Vista Equity Partners Names New Global Head Of Private Wealth Solutions

The 20-year veteran in alternative investment distribution for individual investors will strengthen Vista’s commitment to bringing private market technology investments to a broader investor base. ...

M and A
February 16, 2024

Pathstone Adds Another Wealth Firm

Pathstone has been one of the more prominent acquirers of wealth management firms in the US. When the latest deal is completed, it will have total assets under advisement and administration of more than $100 bil...

People Moves
February 16, 2024

Who's Moving Where In Wealth Management? – Raymond James

The latest moves and appointments in wealth management in the Americas. ...

Surveys
February 15, 2024

Wealth Advisors Struggle To Scale Up Business – Study

The study highlights how devoting sufficient time to clients is a challenge for many advisory firms. ...

New Products
February 15, 2024

What's New In Investments, Funds? – J Stern & Co

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...

Guest Articles

Strategy
February 14, 2024

Adaptive Governance For “New Wealth” vs “Old Wealth” 

Whether wealth is old or new, top-notch governance for families is essential. The authors of this article consider the issues. ...

Alt Investments
February 12, 2024

How To Manage New Alternative Assets

There is no such thing as "one-stop investment shopping" any longer, the writer of this article argues. ...

Technology
February 5, 2024

How Quantum Computing Will Change Everything

The author of this article argues that while it might be early for quantum computing to be a tool for the mass-market, the same was said decades ago about the idea of hand-held devices we now all take for grante...

More Guest Articles

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.”

Tom Burroughes, Group Editor

Company Profiles
February 8, 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family offices. The firm has been in expansion mode worldwide, including North America. ...

Wealth Strategies
January 23, 2024

Three Questions For Lazard’s Casey Whalen

Regular FWR contributor and editorial board member Joe Reilly sits down with a figure in the US family office and wealth sector to discuss endowment models of investment, governance and alignment of interests. ...

Company Profiles
January 22, 2024

Insurance Sales Process Ripe For Revolution

The way that insurance is sold needs to be changed. Fees and pricing are opaque, which leads to conflicts of interest and a less efficient market than should be the case, argues a figure involved in a new busine...

Compliance
January 18, 2024

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...

Family Office
January 16, 2024

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. ...

Family Office
January 15, 2024

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. ...

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.”

ClearView Financial Media Research Team

Article Categories

Alt Investments
November 29, 2023

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 ...

Alt Investments
November 28, 2023

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. ...

Real Estate
October 27, 2023

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. ...

Real Estate
September 15, 2023

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. ...

Alt Investments
August 17, 2023

EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane

Brian Gildea, managing director and head of evergreen portfolios at private equity firm Hamilton Lane shares his insights into whether private equity and other private market alternatives can tap into the high...

Alt Investments
August 4, 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that are designed to surmount some of the obstacles for more traditional forms of private market investing. ...

Asset Management
October 4, 2022

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. ...

Asset Management
July 27, 2021

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 Management
April 20, 2020

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. ...

Asset Management
December 13, 2019

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...

Asset Management
September 6, 2019

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. ...

Asset Management
July 25, 2019

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 ...

Art
February 4, 2022

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...

Art
December 21, 2020

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...

Art
August 11, 2020

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...

Art
August 10, 2020

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 ...

Art
July 28, 2020

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...

Art
November 23, 2018

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. ...

Client Affairs
September 22, 2022

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? ...

Client Affairs
October 29, 2021

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...

Client Affairs
December 22, 2020

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. ...

Client Affairs
December 8, 2020

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. ...

Client Affairs
November 10, 2020

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. ...

Client Affairs
October 30, 2020

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. ...

Compliance
January 18, 2024

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...

Compliance
December 13, 2023

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. ...

Legal
August 30, 2023

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. ...

Compliance
November 29, 2022

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...

Compliance
October 26, 2022

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...

Compliance
May 9, 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with compliance and regulatory issues around the world. ...

Family Office
January 16, 2024

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. ...

Family Office
January 15, 2024

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. ...

Family Office
November 7, 2022

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...

Family Office
September 21, 2022

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...

Family Office
June 1, 2022

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. ...

Family Office
May 12, 2022

Single-Family Offices Fret Over Transparency, Data Demands – EY

The pace of regulatory change continues to change and with it demands – not always wise – for ever more transparency and disclosure. Family offices around the world are finding the process increasingly conc...

Investment Strategies
December 11, 2023

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. ...

Investment Strategies
August 3, 2023

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. ...

Investment Strategies
April 24, 2023

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...

Investment Strategies
May 26, 2022

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 ...

Investment Strategies
May 3, 2022

Behavioral Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behavior and how humans actually conduct themselves is becoming more a part of the regular wealth sector conversation. Controversies and questions remain. ...

Investment Strategies
April 29, 2022

Investing Amid Stagflation: US Wealth Managers' Perspectives

US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy and demands from investors for returns. We talk to three organizations about their views on everything from bond ...

WM Market Reports
March 22, 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

WM Market Reports
October 26, 2022

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. ...

WM Market Reports
October 4, 2022

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. ...

WM Market Reports
October 8, 2021

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 ...

WM Market Reports
January 29, 2021

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...

WM Market Reports
December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four times this year. These entities provide buyers with a low-cost entry into the vehicle and the stakes become a l...

Philanthropy
December 7, 2023

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...

Philanthropy
June 14, 2023

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. ...

Philanthropy
December 20, 2022

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...

Philanthropy
November 29, 2022

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
November 28, 2022

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. ...

Philanthropy
November 23, 2022

Tough Markets, Increased Pleas For Help – Challenges For Philanthropy

Philanthropists have a lot to contend with this year: a period of falling market values that hit assets, a potential squeeze on donations as people watch their finances more closely, and rising requests for help...

Strategy
October 16, 2023

Families Who Fail To Spend All Their Time On Power – In Conversation With Jay Hughes

In this wide-ranging interview, FWR talks to an author of a book on family dyamics and ways to frame them. It covers reflections about the politics of families, the roles that members play in taking difficult de...

Strategy
October 9, 2023

Pitcairn And Predicament Of The Mid-Sized MFO

The sector of multifamily offices is a highly developed one in the US. It is a business area that has competitive challenges in a world of changing technologies and client expectations. Our US correspondent exam...

Strategy
October 3, 2023

Helping Advisors Ride Wave Of Change Amid M&A, Breakaways

We talk to a firm that makes a point about its consulting work for wealth managers as well as a "hybrid RIA" and platform for advisors. ...

Strategy
September 18, 2023

The Wealth Spiral – How To Stop It

A newly-enriched person can face an upward "spiral" of wealth – and the responsibilities that come with it – that can be daunting, precisely because it is novel. What advice should such people seek? ...

Strategy
May 19, 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a stack of facts and figures in front of those who, perhaps because of their public roles in driving debate, could ...

Strategy
March 6, 2023

An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger

One of the top figures at the merged MFO business said the merger of the two is a full integration – the firm isn’t interested in just buying businesses and leaving them largely alone. ...

Surveys
September 15, 2022

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 ...

Surveys
June 30, 2020

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. ...

Surveys
April 7, 2020

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. ...

Surveys
January 17, 2014

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. ...

Surveys
September 26, 2012

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...

Surveys
April 26, 2012

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

While the worst of the financial crisis may be over, members of the exclusive Tiger 21 peer-to-peer network feel “we are no way in the clear,” according to their asset allocations for the first quarter. ...

Tax
November 17, 2023

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. ...

Tax
October 6, 2023

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 ...

Tax
March 22, 2023

Focusing On Fundamentals: Three Tax Strategies For 2023

The following commentary about tax planning comes from Bessemer Trust, the multi-family office. ...

Tax
February 15, 2023

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...

Tax
September 22, 2021

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. ...

Tax
September 21, 2021

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. ...

Technology
November 27, 2023

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. ...

Technology
September 28, 2023

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....

Technology
February 23, 2023

Space Tech's Investment Case Is Increasingly "Normal"

In a wide-ranging conversation, we talk to a lawyer with strong investment connections about spacefaring, Elon Musk, satellite costs and the wealth management attractions of space. ...

Technology
June 2, 2022

Family Office Members Want Fast Data – Time To Step Up Pace

Shortly after launching a new app designed to give family office clients faster access to their net worth and other financial information, we talk to Eton Solutions about what it sees as the state of the family ...

Technology
April 6, 2022

Wanted: “All Rights Reserved” For NFTs

Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world. But what about the intellectual property protections for NFTs? How robust are they, how do they work, and what n...

Technology
March 29, 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps Wealth Managers Must Avoid." Here, two of its senior consultants highlight key issues for decision-makers to con...

Trust Estate
May 23, 2023

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 ...

Trust Estate
January 6, 2023

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. ...

Trust Estate
December 2, 2022

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. ...

Trust Estate
December 1, 2022

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 ...

Trust Estate
July 28, 2022

Can I Leave My Truck To My Dog?

The author of this article argues that pet owners should act to have someone care for their animals after the owner dies or is incapacitated. And people should consider alternative ways to provide for pets, and ...

Trust Estate
July 15, 2022

What's In Your Wallet? – Estate Planning For Cryptos, Tokens

How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth transfer? How does modern technology affect the kind of considerations that advisors have wrestled with for decad...

White Papers
December 6, 2023

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. ...

White Papers
May 29, 2020

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...

White Papers
September 18, 2019

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. ...

White Papers
January 25, 2017

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. ...

White Papers
March 23, 2015

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...

White Papers
February 14, 2011

Issues Will Always Exist In A Family Business – White Paper

A new white paper, Issues Will Always Exist in a Family Business: Tackling Them Is the Real Trick, outlines the issues and opportunities the Myers family is tackling in the journey to build and maintain their le...

UHNW Institute
November 10, 2023

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. ...

UHNW Institute
September 5, 2023

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 ...

UHNW Institute
December 9, 2021

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...

UHNW Institute
March 8, 2021

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 Institute
October 24, 2019

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...

UHNW Institute
July 15, 2019

The Evolving World Of Broker-Dealer Platforms

In this latest exclusive commentary from the UHNW Institute, author Bill Woodson considers what is happening in the broker-dealer space. ...

M and A
April 24, 2023

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...

M and A
January 25, 2023

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. ...

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have been through big changes and M&A decisions, and talks to industry figures about how their strategies are working...

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent years. US correspondent Charles Paikert talks to experts on what is driving the business's strategy, and why it ...

M and A
November 22, 2022

M&A Decline: New Trough Or Brief Bump?

There has been a notable drop in mergers and acquisitions involving registered investment advisors; we ask a firm tracking trends in the space whether this is the start of a bigger trend or a temporary halt to w...

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting the RIA space. So far this year there has been a burst in transactions, then a drop, followed by a recovery. Wh...