News, Comment & Analysis results for Founder
Small Cap Stocks, Emerging Markets Shine; DFA’s Booth Embraces Uncertainty
Here’s another report from the Morningstar annual conference in Chicago by our correspondent, who
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100
High-Earning US Citizens Consider Moving Abroad – Survey
A desire to diversify business and investment outside the US, expand opportunities, or get away
Fasanara Capital Opens First US Office, Names Head
New fintech channels and even questions about traditional fractional reserve banking have fuelled
Deals Of The Day: The Latest In Wealth Management M&A – Modera, Northstar
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Digital Digest: The Latest Tech News – Zocks, WealthAi
The latest technology news in the wealth management sector from around the world.
Ready To Deploy: Building A Cyber-Safe AI Roadmap For Family Offices
One of the takeaways from the fireside chat at this part of the FWR family office cybersecurity
Summary Of Senior Wealth Management Moves For North America – April 2026
A roundup of moves, appointments and other personnel changes in North American wealth management.
Dynasty Formalizes New Consulting Arm As Optima Group Acquisition Proceeds
The move is an example of Dynasty seeking to make itself a central player in how RIAs expand, both
Matter Family Office Builds Regional Footprint
The family office firm has boosted growth in recent years with an investment pact two years ago and