News, Comment & Analysis results for Archive

Tax
May 30, 2025

"Obscure" Proposed Tax Measure Gives Wall Street, International Investors The Jitters – Report

The proposed measure calls for higher taxes for individuals and countries from countries whose tax

People Moves
May 30, 2025

Who's Moving Where In Wealth Management? – Broadridge, Raymond James, Equitable Advisors

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

Asset Management
May 30, 2025

What's New In Investments, Funds – Cantor Fitzgerald AM

The latest news in investment offerings, financial products and other services relevant to wealth

Technology
May 30, 2025

US RIA Deploys Cybersecurity Platform

The move by Modern Wealth Management is an example of how RIAs, faced by mounting cybersecurity

M and A
May 30, 2025

RBC Wealth Management In US Adds $1.6 Billion Group

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

Investment Strategies
May 29, 2025

Court Strikes Down Most US Tariffs – Reactions

A three-member trade court has struck down many of the Trump administration tariffs, saying the

People Moves
May 29, 2025

Who's Moving Where In Wealth Management? – Beacon Pointe, Raymond James

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

M and A
May 29, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group

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

Strategy
May 29, 2025

With Crypto, Digital Asset Rules In Flux, Time To Consider "Hybrid" Custody

This news service recently spoke to a US-based digital custody business serving wealth managers and

Technology
May 29, 2025

Digital Digest: The Latest Tech News – TIFIN, HUB International

The latest technology news in the wealth management sector from around the world.

Comment & Analysis results for Archive

M and A
January 25, 2023

Schwab, Family Wealth Alliance Say Marriage Was Logical Step

After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth

Practice Strategies
January 13, 2023

Starting Conversations Over Wealth Transfer And Other Challenges

This publication recently interviewed the Merrill Center for Family Wealth about the challenges and

Trust Estate
January 6, 2023

Special Needs Trusts: Protecting The Whole Family With Wealth Planning

The authors of this article argue that trustees of special needs trusts should have a deep

Wealth Strategies
December 23, 2022

Faith-Based Investing In 21st Century - What's The Potential?

The firm, based in Wyoming, says there's big potential for "faith-based" investing to grow in the

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

Real Estate
December 21, 2022

Florida's Strong Real Estate Story Needs Expert Guidance

FWR talks to a real estate investment and development specialist that has recently rolled out a

Philanthropy
December 20, 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean

Strategy
December 19, 2022

Five Big M&A Questions for 2023

Here is the second in a series of analyses of the North American wealth management scene by US

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent

Trust Estate
December 2, 2022

What Many People Don’t Know About Power Of Trusts

The author writes that regardless of current uncertainties there remains a suite of planning