News, Comment & Analysis results for Archive
Wealth Firm With $2.4 Billion Client Money Launched
The new business is supported by the platform of Dynasty Financial Partners, with Goldman Sachs as
Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Axis, RFG, Wealthspire
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Hightower Signature Wealth Adds $3.2 Billion Massachusetts Firm
When the latest deal is concluded, Hightower Signature Wealth will have more than $29 billion in
LGT Capital Partners Boosts VC Capabilities In US
The firm, which is headquartered in Switzerland, said boosting its venture capital platform in the
Socium Advisors Merges With $1.6 Billion Firm
The deal is an example of the kind of consolidation moves that have been a staple of North American
Who's Moving Where In Wealth Management? – Aiviq, MetLife
The latest moves, appointments and personnel changes in North American wealth management.
Estate Tax Overhaul Alert: How S 4196 Could Reshape HNW Wealth Transfer Planning
A regular author in these pages explains an important proposed piece of US legislation that
Putting Private Market Investments Into 401(k) Plans – A Potential Risk Too Far?
In this article, the author argues that without rigorous fiduciary oversight, education and
Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth Management, Legacy Wealth Management, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted
The author of this article argues that a mature approach to thinking about conflicts of interest is
Comment & Analysis results for Archive
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices on the database of Highworth Research – an
Investing Amid Stagflation: US Wealth Managers' Perspectives
US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy
Does The CI Financial IPO Make Sense?
This news service casts an eye over the recent splurge of wealth management acquisitions by
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