News, Comment & Analysis results for Archive
Cetera Unveils $19 Billion Employee-Advisor RIA
With succession and managing growth being important issues for RIAs, the Cetera business model is
UBS Q1 2026 Profits Surge, Reiterates Cost Impact Of Proposed Swiss Capital Rise
Reporting a large rise in profit and rising assets in its wealth business, the Zurich-headquartered
Perfect Matches: Connecting Private Wealth With Direct Deals
The participants in this "fireside chat" at the recent FWR forum for family offices, held in New
The Upcoming Uranium Supply Crunch
Over the past two years, the positive narrative around uranium has been driven almost entirely by
Who's Moving Where In Wealth Management? – KKR, RFG Advisory, Raymond James
The latest senior moves, appointments and personnel changes in North American wealth management.
The New Geography Of Wealth
Citizenship and residency by investment, once viewed as an opportunistic strategy, has evolved into
Acquisition-Minded Mercer Global Advisors Names Chief Corporate Development Officer
The appointment of the former McKinsey partner to the firm comes after what has been a busy period
Northern Trust Wealth Management GFO Names New CIO
The new new chief investment officer, who is replacing Trish Halper, has a disciplined approach to
Wealth Transfer, Evolving Venture Funds And AI
A summary of a conversation – a "fireside chat" – held at this publication's family office
Planning Through Life Transitions, Not Just Life Stages
Women's financial lives don't usually follow a script and there are shifts that can occur at any
Comment & Analysis results for Archive
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
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