News, Comment & Analysis results for Archive

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

Statistics
May 19, 2025

ETFs Attract Record Inflows

Whatever the turbulent markets might suggest, the inflow to the exchange-trade funds industry in

Wealth Strategies
May 19, 2025

Tariff Anxiety Runs Deep At Family Office Conference

Speakers at a recent New York investment conference focusing on family offices debated the wisdom

People Moves
May 19, 2025

Apex Invest Gets A New Global Leader

Based in New York, the industry figure has worked in the financial sector, such as in marketing

Technology
May 19, 2025

Digital Digest: The Latest Tech News - US Bank Global Fund Services

The latest technology news in the wealth management sector from around the world.

Comment & Analysis results for Archive

Family Office
May 12, 2022

Single-Family Offices Fret Over Transparency, Data Demands – EY

The pace of regulatory change continues to change and with it demands – not always wise – for

Compliance
May 9, 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with

Investment Strategies
May 3, 2022

Behavioral Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behavior and how humans actually conduct themselves

Practice Strategies
May 3, 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the

Family Office
May 2, 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices on the database of Highworth Research – an

Investment Strategies
April 29, 2022

Investing Amid Stagflation: US Wealth Managers' Perspectives

US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families

Family Business Insights
April 7, 2022

Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne

FWR recently sat down with a book author and thought leader to explore women's perspectives on

Technology
April 6, 2022

Wanted: “All Rights Reserved” For NFTs

Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world.