News, Comment & Analysis results for Archive

People Moves
May 10, 2024

Who's Moving Where In Wealth Management? – DayMark Wealth Partners, Integrated Partners

The latest senior moves, appointments and changes among figures in the North American wealth

Technology
May 9, 2024

Strong Tech Results Highlight AI Investment Case

After Microsoft, Alphabet, Meta and Amazon reported increases in capital expenditure, with most of

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative

People Moves
May 9, 2024

Allspring Names New CFO

The new hire will succeed Allspring’s current chief financial officer, Molly McMillin, who will

Alt Investments
May 9, 2024

What's New In Investments, Funds? – Goldman Sachs, Ategenos Capital

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

ESG
May 8, 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there

Technology
May 8, 2024

Digital Digest: The Latest Tech News – Franklin Templeton, Microsoft

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

WM Market Reports
May 8, 2024

Talent Battle Vexes Family Offices, Many Lack Next Gen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their

People Moves
May 8, 2024

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

The latest senior wealth management industry appointments, moves and changes across North America.

Financial Results
May 7, 2024

UBS Profits Rise For Q1; Shares Rally

The Swiss bank reported financial results a year after the momentous acquisition of Credit Suisse

Comment & Analysis results for Archive

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families

Family Business Insights
April 7, 2022

Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne

FWR recently sat down with a book author and thought leader to explore women's perspectives on

Technology
April 6, 2022

Wanted: “All Rights Reserved” For NFTs

Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world.

Technology
March 29, 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps

Company Profiles
March 22, 2022

INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of

Family Office
March 22, 2022

Raising The Family Office Game At Silicon Valley Bank

We talk to two senior figures at SVB about the work being done with family offices and venture

Family Office
March 9, 2022

Taking The Pain From Family Office's Data Chores

The chores of paying bills, keeping ledger records, reporting on investments, capital calls and

Technology
March 7, 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of

Strategy
February 28, 2022

Why Partners Should Review Their Buy-Sell Agreements – Now

It is vital for advisory firms to review those agreements before partners face a crisis or an