News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Hightower Advisors, Vontobel, Brighton Jones
The latest moves, appointments and personnel changes in wealth management for North America.
JP Morgan Net Revenue Up In Q4 2025
The firm concluded 2025 with a strong fourth quarter, with each line of business performing well.
UBS Fires Fresh Salvo Against Proposed Capital Rules
Even if legislators soften proposed tougher capital rules, the story highlights how this topic
Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Chinese, US Consumers Crucial To Luxury Goods Sector In 2026 – German Investment Bank
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026
AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
The wealth management sector continues to build and think about use cases for AI, and ponder how
How Governance, Organization, And Deliberation Create Value In Single Family Offices
The challenge for many family offices in terms of how they operate is that they lack resources.
Deals Of The Day: The Latest In Wealth Management M&A – RBC Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Glenmede Names New Florida Head
As part of the change, the previous regional head will have a widened role encompassing wealth
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to
Comment & Analysis results for Archive
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
CAF American Donor Fund Explains Transatlantic Philanthropy Model
A donor-advised fund that gives a dual-qualified solution for UK and US clients has spoken to this
US-Based Deciens Capital Gets Radical About Banking, Finance
The unintended results of government bank regulation may explain a lack of dynamism and indifferent