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The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
The editor reflects on how the world of giving is affected when a major wealth creation event – such as a launch of a rocketry, satellite and engineering company – takes place. ...
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture have put HNW individuals on edge about their security, both on the physical and digital side. We talk to experts...
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100 years, and structures that are closely associated with these, called Delaware Statutory Trusts. Handled in the rig...
At last week's annual IMPACT conference in Boston, a senior figure from Charles Schwab outlined the ways that advisors can use AI and other tools to improve organic growth. ...
The firm, backed by private equity money, has agreed to invest in Massachusetts-based Pallas Capital Advisors. ...
Registered investment advisors have tightened their compensation plans and review more often, but training for junior advisors and succession planning are falling behind, according to DeVoe & Co’s latest talen...
The saga has come as a blow to an industry that in some respects was seen as a mainstream financial services business, attracting interest from quarters such as wealth management. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
A summary of the latest moves, appointments and other personnel changes in the North American wealth sector. ...