News, Comment & Analysis results for Archive
Glenmede Names New Florida Head
As part of the change, the previous regional head will have a widened role encompassing wealth
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to
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
Comment & Analysis results for Archive
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean
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
Why Mercer Advisors Is The Leading RIA Acquirer
Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning
When Should An Elderly Person Stop Driving?
The author of this article examines an issue that seems both mundane but also significant – when
MFO Battle: RIAs Vs Global Giants
What can US advisory firms do in order to take market share from international players and win a
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
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or
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
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