Latest Comment & Analysis

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
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. ...

Practice Strategies
May 3, 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the cloud enables wealth managers to adjust their needs and other resources flexibly – an important consideration whe...

Family Office
May 2, 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices on the database of Highworth Research – an organization working with Family Wealth Report – throws up all kinds of useful data points for people tracking the se...

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 ...

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families create these structures at all, or choose another course? And what do different generations want, and need help with...

Latest News

Compliance
May 27, 2022

Compliance Corner: SEC Cracks Down On "Greenwashing"

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

People Moves
May 27, 2022

Who's Moving Where In Wealth Management? – PNC

The latest senior moves and appointments in North America's wealth management industry. ...

People Moves
May 27, 2022

Deutsche's Private Bank Adds To Americas Team

The international private banking arm of the German lender has made a number of hires in the Bay Area. ...

Trust Estate
May 27, 2022

A Master Exit Plan Protects Family Wealth For Generations

What sort of considerations apply when a business owner chooses to hand over the reins, either by selling or transferring to others. With many Boomers and even younger owners moving on, there's never been a more...

Technology
May 26, 2022

Digital Digest: The Latest Tech News – RIA In A Box, InvestorCOM

The latest digital and technology innovations, product and service developments in the world's wealth management sector. ...

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 ...