News, Comment & Analysis results for Archive

People Moves
May 21, 2025

Withers Builds Art Advisory Expertise With Senior Hire

The international law firm said it is adding to its art advisory and related legal capabilities.

M and A
May 21, 2025

IQ-EQ Makes "Strategic Acquisition"

The acquired business, previously owned by a private equity house, concentrates on serving clients

Asset Management
May 21, 2025

What's New In Investments, Funds? – Fisher Investments, MyVest

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

M and A
May 21, 2025

Rebranded Wealth Manager Launches On Bluespring Platform

The Bluespring Wealth Partners platform is the launchpad for a rebranded business composed of 18

People Moves
May 20, 2025

Ex-JP Morgan Private Bank Figure Joins UBS In New York

The latest moves, appointments and personnel changes in the North American wealth management

People Moves
May 20, 2025

Who's Moving Where In Wealth Management? – Citi Wealth, Summit, Others

The latest moves, appointments and personnel changes in the North American wealth management

Client Affairs
May 20, 2025

$125 Million Wealth Advisor Joins Maine’s Great Diamond Partners

The move pushes the Portland firm’s total assets toward more than $740 million.

Company Profiles
May 20, 2025

Putting A Dent In The Family Office Universe – Talking With Brian Weiner Of FORG

We talk to the founder of a family offices business – now a year old – about revenue models,

M and A
May 20, 2025

Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025

Among the larger deals was the Corient transaction for Geller's family office business, an

Strategy
May 20, 2025

Prescriptions For Change

This article, the third in a series, sets out actionable ideas for advisors working with ultra-high

Comment & Analysis results for Archive

Surveys
September 15, 2022

Millennials' Financial Habits Revealed – And Why They Need Advice

A study by Ameriprise Financial found that Millennials are more likely to transfer money to charity

Strategy
August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to

ESG
August 16, 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar,

Philanthropy
August 16, 2022

Impact Investing Guidance For Private Foundation Clients – Part 2

This article looks at the so-called field of "mission-related investing" and examines the approach

Philanthropy
August 15, 2022

Impact Investing Guidance For Private Foundation Clients – Part 1

In the first half of this feature, the author looks at how foundations handle the discipline of

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions

Uncategorised
August 1, 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022.

Trust Estate
July 28, 2022

Can I Leave My Truck To My Dog?

The author of this article argues that pet owners should act to have someone care for their animals

Trust Estate
July 15, 2022

What's In Your Wallet? – Estate Planning For Cryptos, Tokens

How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth

Alt Investments
July 11, 2022

Regulators Must Craft New Rules For Growing Private Markets

Private market investing has been a constant theme in wealth management over recent years. Are