News, Comment & Analysis results for Archive
Wells Fargo's Q2 2026 Net Income Rises In Wealth, Asset Management Division
Client assets and net income in the wealth management side of the US bank rose in the quarter.
Net Income Rises At Citigroup In Q2 2026; Wealth Results Shine
It was "Super Tuesday" for a raft of US banks issuing second-quarter 2026 financial numbers
IPO Class of 2026: The Liquidity Perspective Advisors Need
A question that investors and their wealth advisors must pose is what sort of market is it if
JP Morgan Profits, Net Revenue Up In Q2 2026
New York-headquartered JP Morgan Chase has released positive financial results for the second
Protecting A California Business In Divorce: Agreements, Corporate Documents And Confidentiality – Part Two
There are particular features of divorce and business laws in California which mean that if a
Caprock Buys Austin-Based Venturi Private Wealth, Adds $4 Billion AuM
The consolidation trend in North American wealth management continues.
China's Exports Can Continue Driving GDP, Real Estate Loses Prominence, Says Private Bank
A challenge for China has arguably been unsustainable property sector growth and the ensuing
Summitry Names New Co-CEOs
Summitry appoints new co-CEOs, as Colin Higgins transitions into an executive chairman role, after
Who's Moving Where In Wealth Management? – Baird Trust, Eton Advisors, Family Office Partners
The latest senior appointments, moves and personnel changes in the North American wealth sector.
Protecting A California Business In Divorce: Agreements, Corporate Documents And Confidentiality – Part One
There are particular features of divorce and business laws in California which mean that if a
Comment & Analysis results for Archive
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
Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"
The author of this article sets out approaches that a rising generation of philanthropists can use
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or