News, Comment & Analysis results for Archive
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture
Who’s Moving Where In Wealth Management? – Loxahatchee Capital, UBS, Baird, Others
The latest senior wealth management moves, appointments and personnel changes in North
UK Political Drama Adds To Wealth Managers' Anxieties
For investors exposed to assets outside the US, one country that comes up is the UK (as FWR knows,
How Digitally Mature Are The UK’s Top 30 Asset Managers?
The firm, Remarkable, explains that a recent report it produced states that the "window for
Family Offices Face New Era of Cybersecurity, AI Governance, And Operational Resilience
Technology is not a back-office concern for family offices any longer, and these organizations must
Small Cap Stocks, Emerging Markets Shine; DFA’s Booth Embraces Uncertainty
Here’s another report from the Morningstar annual conference in Chicago by our correspondent, who
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100
Longer Lifespans Reshape Wealth Planning – Bank Of America Study
The Bank of America Private Bank 2026 Study of Wealthy Americans, surveying individuals with $3
Genesis Wealth Adds Veteran Advisor, Expands In Chicago
The arrival of the manager coincides with Genesis Wealth's expansion into Chicago's North Shore,
Sanctuary Wealth Welcomes $350 Million NYC Advisor Team
Sanctuary Wealth operates what it calls a partnered independence model.
Comment & Analysis results for Archive
Philanthropy For Testing Times – How Donor-Advised Funds Are Working
Here are more thoughts from those in the philanthropy space about how markets and requests for aid
Tough Markets, Increased Pleas For Help – Challenges For Philanthropy
Philanthropists have a lot to contend with this year: a period of falling market values that hit
M&A Decline: New Trough Or Brief Bump?
There has been a notable drop in mergers and acquisitions involving registered investment advisors;
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by
Advising Investors And Collectors Of Gold
This brief commentary explains the sort of considerations that investors and advisors should
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family
The Pandora Papers One Year On – Lessons, The Way Ahead
The author of this article argues that however much anger is justified at those who stash illicit
Movement Building And The Rising Generation Of Wealth
The author of this commentary argues that movements will continue to have a strong audience with
The Two Per Cent Solution: Preserving Wealth In Any Economic Situation
The author of this article, TIGER 21 founder and chairman Michael Sonnenfeldt, says that for people