News, Comment & Analysis results for Archive

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

M and A
May 7, 2024

Deals Of The Day: The Latest In Wealth Management – MAI, Harbor

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Asset Management
May 7, 2024

What's New In Investments, Funds? – iCapital, PNC, TCW

The latest news in investment offerings, financial products and other services relative to wealth

People Moves
May 6, 2024

Rockefeller Adds To North Carolina Wealth Footprint

The addition of the team in North Carolina continues a run of joiners to the New York-headquartered

Philanthropy
May 6, 2024

The Life Arc Of A Philanthropist: Seven Stages Of A Life Of Giving

The art of giving to create a positive impact on society is a "dynamic journey," the author of this

ESG
May 6, 2024

Spotlight On Sustainable Investing – Lombard Odier

Swiss wealth and asset manager, Lombard Odier, discusses how investors should be positioning their

Financial Results
May 6, 2024

Breakaway RIA Trumpets AuM, Revenue Growth At Five-Year Mark

The business, while not one of the largest RIAs, is an example of a trend this publication has been

New Products
May 6, 2024

North Carolina-Based Private Wealth Firm Is Launched

RFG, the business that enabled the launch of the business, specializes in turn-key solutions for

People Moves
May 3, 2024

Who's Moving Where In Wealth Management? – Russell Investments, Private Advisor Group, Others

The latest moves and appointments in the North America wealth management industry.

Strategy
May 3, 2024

Wealth Managers React To US Interest Rate Freeze

Investment managers react after the US Federal Open Market Committee voted this week to keep

Comment & Analysis results for Archive

Art
February 4, 2022

Web 3.0: Planning For Art NFT Collectors

NFTs are popular in applications which require unique digital items, including crypto art, digital

ESG
January 14, 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut

Strategy
December 24, 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what

Legal
December 20, 2021

Choosing Your Estate Attorney – Part 2

This is the second half of a two-part article looking at the process of hiring an estate attorney

Trust Estate
December 17, 2021

Choosing Your Estate Attorney – Part 1

This is the first half of a two-part article looking at the process of hiring an estate attorney

Company Profiles
December 13, 2021

Creating An "Oasis" For Objective Advice And Ideas

This news service recently interviewed one of the founders of R360, an invitation-only network for

UHNW Institute
December 9, 2021

Does Your Firm Really Offer Integrated Family Wealth Services?

What is the value of "integration" in a family office, why does it matter, and how do we know if it

Compliance
December 8, 2021

Wealth Managers Can't Relax As Gensler's SEC Marches On - Baird

One of the top men at Baird, the US wealth management house, recently spoke to FWR about his

Trust Estate
December 1, 2021

Should You Give Your Trustees A Test Run First?

The author of this article, a prominent figure in the industry, argues that testing trustees makes

ESG
November 12, 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an