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Latest Comment & Analysis

Investment Strategies
February 4, 2025

Private Aviation Investment Taps Rising Wealth Trend

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to reach destinations quickly, have all led to the world of upscale private aviation growing. And it is also generati...

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition deals and the lessons coming out of this activity. ...

Strategy
February 3, 2025

Price Pressures, Desire For Independence Fuels Need For Guidance

The North American wealth sector has its share of challenges, and also opportunities for ambitious advisors seeking independence and their own way forward. This creates a need for specialist players who can guid...

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable family harmony. This requires a balance of technical and analytical considerations. ...

Strategy
December 20, 2024

Wealth Manager’s Conundrum: The Paradox Of Enough

This article addresses attitudes to money, and how to avoid the trap of regretting later in life that unwarranted fears have prevented people from enjoying and using their wealth productively when they had the c...

UHNW Institute
December 19, 2024

Redefining Wealth Management: Highlights From The UHNW Institute Symposium

The Symposium, discussing the full implications of what is called Integrated Family Wealth Management, teased out ideas on how advisors can meet the complex and changing needs of UHNW families. ...

Latest News

Financial Results
February 14, 2025

Summary Of Financial Results In North American Banking, Wealth Management – Q4 2024

A summary of the main North America banks' financial results for the fourth quarter of 2024, and for the full year when disclosed, as they relate to wealth management and private banking. ...

Fund Management
February 14, 2025

What's New In Investments, Funds? – JP Morgan AM

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...

Strategy
February 14, 2025

Raising Advisors' Marketing Game – In Conversation With Ficomm Partners

This news service interviews a consultancy CEO about the need for advisors to become more systematic and intentional in the way that they market their services, serve clients and build a business. ...

Technology
February 14, 2025

Digital Digest: The Latest Tech News – Franklin Templeton

The latest technology news in the wealth management sector in North America. ...

People Moves
February 13, 2025

Who's Moving Where In Wealth Management? – Gresham Partners, Integrated Partners, Others

The latest moves, appointments and personnel changes in the North American wealth management industry. ...

Family Office
February 13, 2025

Private Market Enthusiasm Molds Family Offices

Family offices are doing direct investing, they are busy in areas such as venture capital, private credit, equity and real estate. They have to consider how they can collaborate effectively with their peers, and...