News, Comment & Analysis results for Archive

People Moves
June 3, 2025

Hightower Confirms Transition To New CEO

Chicago-headquartered Hightower, a registered investment advisor (RIA), announces new CEO to

People Moves
June 3, 2025

Evercore WM Adds Former SVB Managers In San Francisco

The firm managed $13.6 billion in client asset as at the end of March this year.

Alt Investments
June 3, 2025

Scaling Up Alternative Investment Solutions For Clients – In Conversation With GLASfunds

With RIAs and other wealth managers knowing that they need to put alternative assets on client

Tax
June 3, 2025

The Thiel Strategy For Estate Planning, UHNW Liquidity

The author of this article looks at a particular strategy for tax-free wealth accumulation and

Strategy
June 2, 2025

HSBC To Shutter US Business Banking Unit – Reports

For some time, HSBC has been focusing more of its business on regions such as Asia-Pacific and has

Emerging Markets
June 2, 2025

Africa: A New Landscape For Family Office Investing

This article sets out the main reasons why family office investors need to take Africa seriously.

People Moves
June 2, 2025

Citi Wealth Names Portfolio Advisory Head

The role is a newly created one, Citigroup said.

Financial Results
June 2, 2025

Summary Of Financial Results In North American Banking, Wealth Management – Q1 2025

A summary of the main North America banks' financial results for the first quarter of 2025, as they

People Moves
June 2, 2025

CBIZ Leans Into Demand For Financial Sector, Alternative Investment Guidance

A listed professional services firm – which is unusual – the US business recently added a

M and A
May 30, 2025

Focus Financial Makes First External M&A Foray Since Rebrand

This is the first external firm to be acquired by Focus since it held its brand refresh at the

Comment & Analysis results for Archive

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

Trust Estate
December 1, 2022

When Should An Elderly Person Stop Driving?

The author of this article examines an issue that seems both mundane but also significant – when

Strategy
November 30, 2022

MFO Battle: RIAs Vs Global Giants

What can US advisory firms do in order to take market share from international players and win a

Philanthropy
November 29, 2022

Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"

The author of this article sets out approaches that a rising generation of philanthropists can use

Compliance
November 29, 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or

Philanthropy
November 28, 2022

Philanthropy For Testing Times – How Donor-Advised Funds Are Working

Here are more thoughts from those in the philanthropy space about how markets and requests for aid

Philanthropy
November 23, 2022

Tough Markets, Increased Pleas For Help – Challenges For Philanthropy

Philanthropists have a lot to contend with this year: a period of falling market values that hit

M and A
November 22, 2022

M&A Decline: New Trough Or Brief Bump?

There has been a notable drop in mergers and acquisitions involving registered investment advisors;

Family Office
November 7, 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by