News, Comment & Analysis results for Archive
Northern Trust's Q1 2026 Net Income Rises 34 Per Cent
The wealth management side of the bank's results showed a broadly positive set of figures for the
What's New In Investments, Funds? – Citi Wealth, AssetMark, NetLaw
The latest news in investment offerings, financial products and other services relevant to wealth
Organizing Complexity: A Household-First Approach To Multigenerational Wealth
The process of setting and managing a family office should start with each household's financial
F2 Strategy Carries Out Another Acquisition
This acquisition is the sixth that F2 has carried out in three years. It is backed by Renovus
Advising Young Inheritors On Obstacles, Opportunities
Inherited wealth is a responsibility and a gift, requiring guidance for those on the receiving end.
Advisors Increasing Or Maintaining Private Equity Allocations – Blackstone Survey
Alternative assets firm Blackstone has surveyed more than 200 financial advisors across the US,
The Expanding Oversight And Audit Universe: Technology, AI, And Complete Coverage
One of the panels at a recent FWR fintech summit for family offices, held in New York, examined how
Marsh Names Mercer’s New Global Investment Chief
Mercer said that the new global chief investment officer will foster high-performing teams, putting
Hamilton Lane Makes Senior Promotions, Appointments
US-headquartered private markets investment firm Hamilton Lane, which has $1 trillion in assets
Who's Moving Where In Wealth Management? – Baird, Ameriprise, Others
The latest moves, appointments and personnel changes in North American wealth management.
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