News, Comment & Analysis results for Archive
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
Wealth Managers Optimistic About Emerging Markets, AI, Gold, Defense In 2026
After emerging market equities outperformed many developed markets in 2025, led by a broad rally in
UBS Sells $3 Billion Of AT1 Debt – Report
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being
Who’s Moving Where In Wealth Management? – AllianceBernstein
The latest moves, appointments and personnel changes in wealth management for North America.
How Philanthropy Builds Legitimacy, Unity In Family Business Succession: Part One
The article notes that the families benefiting the most from philanthropic planning treat it as far
Wealth Managers See Little Near-Term Venezuela Impact; Eye Oil, Defense Implications
The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the
Who's Moving Where In Wealth Management? – Steward Partners
The latest moves, appointments and personnel changes in North American wealth management.
UK Investment House Positive On US Equities, Gold
Patrick Brenner, chief investment officer, multi asset, at UK-listed investment manager, sets out a
Comment & Analysis results for Archive
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
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
What Does PE Buyout Of Focus Financial Mean For RIAs?
This news service delves into the details around the recently-reported private equity bid for
How Investment Limited Partners Can Advance With Fintech
In this guest commentary, a firm argues how limited partners' investment lives are being changed by
Schwab, Family Wealth Alliance Say Marriage Was Logical Step
After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth
Starting Conversations Over Wealth Transfer And Other Challenges
This publication recently interviewed the Merrill Center for Family Wealth about the challenges and
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
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
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
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