News, Comment & Analysis results for Archive
Hedge Funds Log Strongest Calendar Year Returns Since 2009
With their traditionally high fees – hedge funds haven't always lived up to their marketing hype.
Who's Moving Where In Wealth Management? – AlTi Tiedemann Global, Envestnet, Others
The latest moves, appointments and personnel changes in North American wealth management.
Advisor-Client Conversations Predict Outcomes Better Than CRMs – Study
Data was collected from client meetings to gain insights into the fears and hopes of clients,
Deals Of The Day: The Latest In Wealth Management M&A – Savant WM, APC Financial Planning, Mercer Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Which Private Equity-Backed Wealth Firms Might Have "Investment Shift" In 2026?
With private equity ownership now being a major factor in North American wealth management, the
Who's Moving Where In Wealth Management? – Financial Planning Association
The latest moves, appointments and personnel changes in North American wealth management.
UHNW Institute Names New Thought Leadership, Strategy Head
One of the most important thought leaders in the industry is stepping down from his post - while
Hightower's New HTSW Division Adds Five Advisory Practices
Hightower's CEO has told FWR that it wants to double in size. Its new division features a
UK Investment House Says Private Markets Sustain Momentum
After 2025 was another high-profile year for private markets, the UK’s Aberdeen Investments has
Using Philanthropy To Prepare The Next Generation: Part Two
This article notes that the families benefiting the most from philanthropic planning treat it as
Comment & Analysis results for Archive
A Walk Around The US Trusts Toolkit – In Conversation With Arden
Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a
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
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
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.
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports.
Focusing On Fundamentals: Three Tax Strategies For 2023
The following commentary about tax planning comes from Bessemer Trust, the multi-family office.
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
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.
Space Tech's Investment Case Is Increasingly "Normal"
In a wide-ranging conversation, we talk to a lawyer with strong investment connections about