News, Comment & Analysis results for Archive

Awards
May 3, 2024

EXCLUSIVE: Winners Of The Eleventh Annual Family Wealth Report Awards 2024

This news service was joined by figures across the North American family wealth sector in Manhattan

M and A
May 2, 2024

Signature Estate & Investment Advisors Makes Largest Acquisition To Date

SEIA said that this was just the beginning of its M&A endeavors. It expects to make significant

People Moves
May 2, 2024

Who’s Moving Where In Wealth Management? – Fiduciary Trust Company

The latest senior moves and appointments across the North America wealth management market.

Strategy
May 2, 2024

Gold Demand Strong, Driven By China

The World Gold Council this week released its first quarter 2024 “Gold Demand

New Office
May 2, 2024

Stephens Positions Louisiana Business For More Growth

The firm, founded in 1933, has moved to new premises in Shreveport for its private wealth

People Moves
May 1, 2024

Change At The Top Of Fiducient Advisors

Headquartered in Chicago, with six additional locations and clients in 46 states, Fiducient

M and A
May 1, 2024

Avantax Acquires $760 Million Wealth Manager

The business making the acquisition boasted a total of more than $92 billion in client assets as at

People Moves
May 1, 2024

Who's Moving Where In Wealth Management? – EP Wealth Advisors, RBC WM

The latest senior moves and appointments across the North America wealth management market.

People Moves
May 1, 2024

Hughes Hopes To Guide Eton To "Next Level" of Growth

The new president of Eton Advisors aims to take this multi-family office to a new level of growth,

People Moves
April 30, 2024

HSBC Chief Executive To Retire

The announcement by the bank that Noel Quinn is to stand down seems to have come as something of a

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