News, Comment & Analysis results for Archive

Practice Strategies
March 16, 2026

The Imperative Of Governance Is Care

The article inserts the concept of "care" into governance, why it matters and how it contributes to

Investment Strategies
March 16, 2026

Dutch Wealth Manager Keeps US Equity Overweight Position Amidst Gulf Conflict

As oil prices surge because of the US–Israel conflict with Iran, Joost van Leenders, senior

Investment Strategies
March 16, 2026

Conflict In Iran: Energy Price Shocks And Impact On Real Assets

An investment firm with a strong focus on "real assets" such as real estate ponders how they are

Technology
March 16, 2026

Digital Digest: The Latest Tech News – RFG Advisory, Envestnet

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

Investment Strategies
March 13, 2026

Middle East Conflict: Spotlight On Gold In Choppy Markets

After gold prices were reaching record highs, wealth managers discuss the recent drop in the

M and A
March 13, 2026

Abacus Takes Minority Stake In $18 Billion AuM Wealth Manager

The deal includes an agreement to foster mutual growth in areas including product distribution and

Wealth Strategies
March 13, 2026

Liquidity: The Quiet Guardian Of Generational Empires

The author of this article argues that families who master the distinction between money and wealth

Technology
March 12, 2026

What’s Holding Back AI Adoption By Advisors?

Our US correspondent continues his coverage of fintech and wealth management sector issues from a

Art
March 12, 2026

US Remained Largest Art Market In 2025 – Art Basel, UBS Report 2026

The tenth edition of "The Art Basel and UBS Global Art Market Report 2026", authored by Dr Clare

People Moves
March 12, 2026

Who's Moving Where In Wealth Management? – Northern Trust, Fortis, Others

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

Comment & Analysis results for Archive

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.

Technology
March 29, 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps

Company Profiles
March 22, 2022

INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of

Family Office
March 22, 2022

Raising The Family Office Game At Silicon Valley Bank

We talk to two senior figures at SVB about the work being done with family offices and venture

Family Office
March 9, 2022

Taking The Pain From Family Office's Data Chores

The chores of paying bills, keeping ledger records, reporting on investments, capital calls and