Latest Comment & Analysis
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not always fully understood. In the second article in a series, the author looks at important considerations for people ...
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the post-M&A integration blues. ...
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Latest News
Orbital Satellite Financing – A Look At Investment Opportunities
While a complex and challenging field in some ways, investing in space satellites is also an expanding and potentially lucrative area. The authors examine some of the features of this "high frontier." The global...
Widening Private Market Access And Demand For Alpha – Implications For Fees
We talk to the founder and CEO of a four-year-old fintech that works with RIAs, family offices and others manage private market portfolios. In particular, FWR asked about what a push to "democratize" access to t...
Former Citi Private Bank Global Head Joins HSBC
The new CEO of the private banking arm of HSBC had been at Citigroup since 2007 in a variety of roles, most recently as head of its private bank. ...
The Most Impactful Newsmakers Of 2025
Our US correspondent looks at the people and firms that made some of the most significant news during the past 12 months in North American wealth management. ...
What's New In Investments, Funds? – CAZ Investments
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who's Moving Where In Wealth Management? – CBIZ, Fiduciary Trust Company, Others
The latest moves, appointments, personnel changes in North American wealth management. ...