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Latest Comment & Analysis

Trust Estate
March 27, 2024

Estate Plans, Fine Art And Tax – A Heady Brew

It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and considerations about the assets that are valuable. Fine art might be a niche market in some ways, but it matters to many ...

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. ...

Technology
January 26, 2024

T3: Data, Cybersecurity Overshadow AI

Our US correspondent considers the main themes that arose in the annual T3 tech conference, held in Las Vegas. Unsurprisingly, AI was on the agenda, but it did not dominate discussions. ...

Strategy
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. ...

Latest News

People Moves
April 17, 2024

Expanding F2 Strategy Creates CFO Role

Having chalked up two acquisitions in the past 12 months, the wealthtech services firm has created the CFO role to oversee all its financial processes. ...

People Moves
April 17, 2024

Who's Moving Where In Wealth Management? – Foundation Source, Raymond James, TIFIN

The latest moves, appointments and personnel changes in North America's wealth, private client and family offices industry. ...

Financial Results
April 16, 2024

Goldman Sachs' Wealth, Asset Arm Logs Big Earnings Jump

The Wall Street firm became the latest major US financial group to report first-quarter 2024 figures, and results for the wealth management arm were broadly positive. At the group level, pre-tax earnings and rev...

People Moves
April 16, 2024

SimCorp Names Americas Head, Targets Strong Growth In Region

The technology solutions business group has made a number of appointments for its Americas business, saying that the region is its top strategic priority. It intends to at least double its customer base along wi...

Strategy
April 16, 2024

UK Wealth Manager Raises Outlook To "Soft Landing" From "Muddling Through"

The UK-listed wealth management house, with offices in Hong Kong, Singapore and the United Arab Emirates as well as in its home country, is taking a mildly more positive approach to the global economic outlook. ...

Family Office
April 16, 2024

Deal With Inflections Before They Become Afflictions

An advisor to family offices sets out a range of considerations that these organizations should address, and how to curb the danger that families fall prey to "echo chamber" effects. ...