News, Comment & Analysis results for Archive
AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
The wealth management sector continues to build and think about use cases for AI, and ponder how
How Governance, Organization, And Deliberation Create Value In Single Family Offices
The challenge for many family offices in terms of how they operate is that they lack resources.
Deals Of The Day: The Latest In Wealth Management M&A – RBC Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Glenmede Names New Florida Head
As part of the change, the previous regional head will have a widened role encompassing wealth
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to
Hedge Funds Log Strongest Calendar Year Returns Since 2009
With their traditionally high fees – hedge funds haven't always lived up to their marketing hype.
Who's Moving Where In Wealth Management? – AlTi Tiedemann Global, Envestnet, Others
The latest moves, appointments and personnel changes in North American wealth management.
Advisor-Client Conversations Predict Outcomes Better Than CRMs – Study
Data was collected from client meetings to gain insights into the fears and hopes of clients,
Deals Of The Day: The Latest In Wealth Management M&A – Savant WM, APC Financial Planning, Mercer Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Which Private Equity-Backed Wealth Firms Might Have "Investment Shift" In 2026?
With private equity ownership now being a major factor in North American wealth management, the
Comment & Analysis results for Archive
Charting Family Offices' Needs
What should family offices do in-house and what should they outsource? Should certain families
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
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.
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
INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline
There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of
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
Taking The Pain From Family Office's Data Chores
The chores of paying bills, keeping ledger records, reporting on investments, capital calls and
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of
Why Partners Should Review Their Buy-Sell Agreements – Now
It is vital for advisory firms to review those agreements before partners face a crisis or an
Web 3.0: Planning For Art NFT Collectors
NFTs are popular in applications which require unique digital items, including crypto art, digital