News, Comment & Analysis results for Archive

Investment Strategies
June 9, 2025

Investors Put Chips Back On The Table, But Worries Linger – State Street

Equity exposure and sentiment has gyrated since the November elections. Recent measures of worry

Banking Crisis
June 9, 2025

UBS Criticizes Proposed Regulatory Capital Hike, Saying It Departs From Global Standards

In a process that revives memories of the way bank regulation was addressed after 2008, financial

People Moves
June 9, 2025

Who's Moving Where In Wealth Management? – Raymond James, LPL Financial

The latest moves, appointments and personnel changes in the North American wealth management

Investment Strategies
June 6, 2025

Increase Bond Exposure, Hold Fewer Equities – Swiss Asset Manager

Geneva-headquartered Pictet Asset Management held a roundtable in discussion in London this week,

WM Market Reports
June 6, 2025

Global HNW Wealth Population Rose In 2024; North America Outperforms – Capgemini

The rise in equities last year helped lift the wealth and population of HNW individuals around the

M and A
June 6, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, BMM

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Strategy
June 6, 2025

Getting Wealth Right – So It Doesn’t Go Wrong For NextGens

The authors get into the details of how wealthy people don't become ruled by their money and lose a

Family Office
June 5, 2025

A Finger On The Pulse: Squire Patton Boggs' Family Office Practice

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector

People Moves
June 5, 2025

Multi-Family Office Firm Names New Investment Chief

Founded in 2005, Caprock – a registered investment advisor serving UHNW clients – has offices

Technology
June 5, 2025

Envestnet Surfs AI Innovation Wave

As wealth management continues to explore and build AI use cases, one of the large tech firms in

Comment & Analysis results for Archive

Statistics
May 16, 2023

The Expatriation List: Misunderstood But Important US Tax Policy Guide

A “List” of US citizens who have chosen to renounce their citizenship has some shortcomings as

M and A
April 24, 2023

RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off

The business of wealth management M&A in North America has changed from the frenetic pace of recent

Investment Strategies
April 24, 2023

Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

WM Market Reports
March 22, 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports.

Tax
March 22, 2023

Focusing On Fundamentals: Three Tax Strategies For 2023

The following commentary about tax planning comes from Bessemer Trust, the multi-family office.

Strategy
March 6, 2023

An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger

One of the top figures at the merged MFO business said the merger of the two is a full integration

Wealth Strategies
March 3, 2023

Hidden Cash In Portfolio Hampers Returns: Where Do You Find It? – Part 1

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

Technology
February 23, 2023

Space Tech's Investment Case Is Increasingly "Normal"

In a wide-ranging conversation, we talk to a lawyer with strong investment connections about

Alt Investments
February 22, 2023

US Real Estate Wealth Manager Unveils Enhancements, Sees Big Potential

FWR talks to the business, overseeing about $1.5 billion of property assets, about how the sector

Tax
February 15, 2023

California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor

FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of