News, Comment & Analysis results for Archive
Middle East Conflict: Wealth Managers Favor Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers
Reclaiming Stewardship Through Direct Investing
Direct investing – bypassing the collective funds route – is an established approach but
Acquisition-Hungry Corient Snaps Up Another Business
Since it was formed by CI Financial in Canada, the Miami-headquartered business has been on a
Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers
A recent court case concerning a small European financial center raises questions on how robust
“Accelerating” AI, Private Credit, Secondaries And Direct Investments – FWR Forum
Our US correspondent attended the FWR Family Office Forum in Manhattan to hear views from industry
Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, WealthReach
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Protecting Family Offices From Emerging Cyber Threats
A regular writer, financial industry veteran and business school lecturer talks about the
March Turmoil Dents Hedge Fund Returns – HFR
As hedge fund managers might have said, "beware the Ides of March." The month – often associated
Who's Moving Where In Wealth Management? – Sanctuary Wealth, Ameriprise
The latest moves, appointments and personnel changes in North American wealth management.
Mercer Unveils Investment Leadership Changes
The firm's appointments affect roles in the US, Europe and Asia.
Comment & Analysis results for Archive
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
MFO Battle: RIAs Vs Global Giants
What can US advisory firms do in order to take market share from international players and win a