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Latest Comment & Analysis

M and A
February 20, 2024

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. ...

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. ...

January 24, 2024

Need For Tech Integration – And Human Connection – Tops T3 Agenda

Our US correspondent has been attending an annual conference – based in Las Vegas – to hear discussions about the wealth sector and talk to industry figures on the topics that most concern them. ...

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...

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...

Latest News

M and A
March 4, 2024

Robertson Stephens Surpasses $5 Billion AuM With Fresh Deal

The firm has grown via a blend of organic and inorganic growth in different parts of the US. ...

M and A
March 4, 2024

F2 Strategy Acquires SKY Marketing Consultants

The second acquisition in less than a year enables F2 Strategy, one of the more prominent wealth technology firms, to enhance its solutions for financial services firms. ...

March 4, 2024

Spotlight On Opportunities In Oil, Energy Stocks, Gold, Hedge Funds – UBS WM

UBS Global Wealth Management discusses how investor sentiment is susceptible to a range of economic and market risks as equities remain at record high levels, and outlines how to hedge against market risks. ...

M and A
March 1, 2024

Wealth Advisors Expect Slower M&A, Future Leaders Face Affordability Challenge – Study

A variety of forces mean that the vigorous M&A activity that has been a feature of the North American wealth industry was seen as likely to fade somewhat. One issue raised in the study was how firms think the fu...

March 1, 2024

Dynasty Unveils "Trailblazer Series" For Women's History Month

The program comes at a time when there is still a need to bring more women into the private banking, wealth management and advisory space, and cater to a rising cohort of HNW female clients. ...

Family Office
March 1, 2024

New Preqin Report Shows Rise In Family Offices

Preqin, a specialist in alternatives data and insight, has recently published its "Fundraising from Family Offices: A guide to raising capital report." ...