Comment & Analysis results for Archive

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative

Offshore
April 19, 2024

HNW Americans Smile On "Golden Visas" – And What's Next

A marker for globalization and the degree of unfettered movement that people enjoy, the market for

Trust Estate
March 27, 2024

Estate Plans, Fine Art And Tax – A Heady Brew

It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and

Company Profiles
March 11, 2024

Time For Canada's Wealth Sector To Emulate US Counterpart – Wellington-Altus Founder

The founder and chief executive at the Canadian wealth management firm talks about its business

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

Company Profiles
February 8, 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family

Technology
January 26, 2024

T3: Data, Cybersecurity Overshadow AI

Our US correspondent considers the main themes that arose in the annual T3 tech conference, held in

Strategy
January 24, 2024

Need For Tech Integration – And Human Connection – Tops T3 Agenda

Our US correspondent has been attending an annual conference – based in Las Vegas – to hear

Wealth Strategies
January 23, 2024

Three Questions For Lazard’s Casey Whalen

Regular FWR contributor and editorial board member Joe Reilly sits down with a figure in the US

Company Profiles
January 22, 2024

Insurance Sales Process Ripe For Revolution

The way that insurance is sold needs to be changed. Fees and pricing are opaque, which leads to