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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...
We carry this brief interview with an executive search figure ...
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
The latest senior appointments, moves and personnel changes in the North American wealth sector. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
The group editor takes a look at clients’ use of AI and digital tools for getting clued up about money, financial planning and investment, and how advisors fearful of their business should think about it. ...
One detail of the report is a divergence between deal volume and deal value in financial services M&A over the past year. Acquirers favor smaller, capability-driven transactions – often in wealth management an...
As the author notes, the families that endure across generations treat fiduciary discipline as an act of stewardship, and explains why governance frameworks that are carefully designed and consistently applied r...