News, Comment & Analysis results for Archive
China's Offshore Flow Clampdown Has Impact – WSJ
China has started to tax offshore trusts as used by wealthy HNW citizens. Authorities have clamped
New York City’s New Pied-à-Terre Tax – Unresolved Questions
The luxury second-home tax in New York City is raising questions and a web of technical ambiguities
Rockefeller Global Family Office Expands Ohio Presence
The team joining Rockefeller have come from Merrill Lynch.
Affluent, HNW Americans Tread Carefully With AI For Investment, Finance
A new HSBC report shows that artificial intelligence transforms how investors generate investment
What’s New In Investments, Funds? – BlackRock, inCadense, DeepVest
The latest news in investment offerings, financial products and other services relevant to wealth
International Law Firm Launches Chicago Office, Names Partners
The firm works with organizations including family offices, public and private companies and
RBC Echelon Builds Concierge Offering With "High Touch" Approach
This news service talked to the "Echelon" service of RBC, which the banking group expanded earlier
European Wealth Houses Still Like Equities, But Differences Emerge
Wealth managers think that equity markets have further to run thanks to strong earnings, resilient
Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, Denver Private Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Possible Franklin Templeton Bid For AITi Global – Media
A media report says one of the largest US investment firms is considering a purchase of AITi
Comment & Analysis results for Archive
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
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