News, Comment & Analysis results for Archive
How Thoughtful Charitable Trust Drafting, California Law Preserve Donor Intent
Structures such as endowments evolve and businesses can change, which means trustees and charitable
Moves Away From US Equities Continuing In 2026 – Natixis IM
In Paris last week, experts at Natixis Investment Managers Thought Leadership Summit, attended by
UBS Secures Clearance To Become Nationally Chartered US Bank
The step is a significant one for the Swiss group, which has been busy integrating the Credit
Drivers Of Family Offices' Wealth Evolve; Investments Shift To Europe, Asia – Data
An annual barometer of the scale and scope of the world's family offices sector shows that the
What's New In Investments, Funds? – US Bancorp Advisors
The latest news in investment offerings, financial products and other services relevant to wealth
UBS Adds To Wealth Teams In Texas, New Jersey
The international wealth manager announces two sets of hires.
EXCLUSIVE: Spotlight On Listed Infrastructure
Justin Lannen and Steven Kempler, portfolio managers of the Pacific Maple-Brown Abbott Global
Goldman Sachs Names Head Of Its Ayco Business
Goldman Sachs Ayco partners with hundreds of corporations, providing company-sponsored financial
Middle East Conflict Causes Central Banks To Hold Rates
After central banks kept interest rates unchanged this week, wealth managers discuss the impact on
Who's Moving Where In Wealth Management? – Cresset, Callan, EisnerAmper
The latest moves, appointments and personnel changes in North American wealth management.
Comment & Analysis results for Archive
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire
Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?
Goldman Sachs said yesterday that it is selling its Goldman Sachs Financial Planning business to
Taking A "Floating" Approach As Rates Rise
This news service talks to New Mountain Capital about the benefits of holding floating-rate credit
EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane
Brian Gildea, managing director and head of evergreen portfolios at private equity firm
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that
Welcome To The Multi-Stage Life
What are the investment and wealth management implications of a longer lifespan and what has been
Unlocking US Wealth Sector Revenue Potential Amid Tight Margins
This story, accompanied by a video interview of WISE, explores the all-important world of fees and
Getting Deep Into Real Estate Credit At Palisades Group
One of the presumed takeaways from the 2008 financial crash was the need for lenders, if they are
US Wealth Sector In Transition – Filling Gaps In Advisory Space
The firm interviewed here by FWR argues that the independent advisor market, especially sub $500
How Storytelling Delivers Actionable Ideas To Family Business Owners
Family-owned firms are the backbone of the North American economy, and important sources of HNW