Latest Comment & Analysis
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
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...
ANALYSIS: The Evolving, Widening World Of Concierge Services
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. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
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. ...
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
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. ...
Physical, Digital Security High On Agenda For HNW Individuals
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...
ANALYSIS: We Need To Talk About 1031 Exchanges
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...
Latest News
UBS Adds Financial Advisors In Los Angeles, Southern States
The wealth management group has added to its private wealth management teams in two different markets. ...
Research Probes Risks Of Widening Retail Access To Private Credit
As policymakers make it easier for retail investors to join the private market party, including that of private credit, a US not-for-profit that provides finance education recommends actions to prevent problems....
City National Bank Bulks Up Private Banker Teams For California
The bank said the hires are part of a drive to significantly expand coverage of California. ...
Who's Moving Where In Wealth Management? – Raymond James
The latest senior wealth management industry moves, appointments and personnel changes in North America. ...
Who's Moving Where In Wealth Management? – Osaic
The latest senior wealth management industry moves, appointments and personnel changes in North America. ...
Concurrent Partners With New RIA Firm Proxima Wealth Partners
The Tampa-based firm, founded by former Raymond James executives, will use Concurrent's platform to recruit advisor teams and pursue acquisitions. ...