News, Comment & Analysis results for Realized

Strategy
June 10, 2026

ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?

While the influx of private equity money into the North American wealth management sector is a well

Technology
June 10, 2026

Elite US College Admissions In Age Of AI

How is top-end higher education, and the desire to reach these favored institutions, affected by AI

Alt Investments
May 19, 2026

Organic Farming's Succulent Investment Case – Study

With investment in organic farming rising globally, SLM Partners a $600 million natural real assets

Company Profiles
May 18, 2026

Working With Advisors To Generate Enduring Results – In Conversation With Rosemary Denney

FWR talks to a consultant to North American wealth managers who has a particular take on what the

Trust Estate
April 20, 2026

Strategies To Transfer “Superfluous” Assets Without Estate Tax Hit

Working out which assets are truly superfluous can be harder than one might think, the author of

Strategy
April 16, 2026

Why Seamless Capital Movement Should Become Wealth Management Priority?

The author of this article argues that the ability to move capital efficiently has become as

Alt Investments
April 15, 2026

Bigger Is Not Always Better – Reflections On Private Credit’s Recent Stresses

Redemption problems at a number of private credit funds have shone a bright, harsh light on the

People Moves
March 25, 2026

Oros Returns As President Of Alternative Investment Platform Company

Our correspondent examines the latest challenge that this CEO has chosen to take on, adding to what

Trust Estate
March 19, 2026

Tax, Estate Planning Season Appears Less Fraught; Uncertainties Linger

In this feature, FWR talks to US wealth advisors and other experts about the tax, estate and

Investment Strategies
March 16, 2026

OPINION OF THE WEEK: Private Credit Sector Wobbles Provide Salutary Warning

However the whole private credit redemption control saga plays out, investors have perhaps received

Comment & Analysis results for Realized

Trust Estate
July 1, 2024

Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves

When there's an election on the way, and tax is a regular feature of debate, advisors and clients