News, Comment & Analysis results for Strategy
Nathanson’s Sudden Exit As Focus CEO Surprises – And Puzzles – RIA Industry
Our US correspondent delves into the exit of Focus Financial Partner's CEO, the possible reasons
AI Technology Meets Humanity In Next-Generation Wealth Stewardship
A new segment from this news service’s recent family office investment summit in New York City.
Fiduciary Family Office Eyes Acquiring Other Female-Led Firms
An organization based in Boca Raton, Florida, is female led and its CEO sees big potential in
Forward Features Schedule For 2026
This news service's forward features calendar for 2026 sets out what the editorial team will be
EXCLUSIVE: US Family Offices Merge, Form $10 Billion Firm
This news service can exclusively reveal a coming together of two family offices. We talk to one of
Book Review: Where Are Wealth Business Opportunities? – A New Guide
The editor reviews a new study which examines commercial opportunities around the world for wealth
Review: Where Are Wealth Business Opportunities?
The editor reviews a new study examining commercial opportunities around the world for wealth
Wealth Transfer And Tough Family Conversations – The View From Advisors
This publication takes views from four different firms about how to frame conversations with
Numbers Don’t Lie: Family Offices Focus Less On Cybersecurity – And Risk More
Operational costs for family offices have risen, but the focus - so it seems - on cybersecurity has
Will Integration Make Wealthspire An Industry Leader?
Our US correspondent examines developments at Wealthspire – now under new ownership – and how
Comment & Analysis results for Strategy
Need For Tech Integration – And Human Connection – Tops T3 Agenda
Our US correspondent has been attending an annual conference – based in Las Vegas – to hear
Families Who Fail To Spend All Their Time On Power – In Conversation With Jay Hughes
In this wide-ranging interview, FWR talks to an author of a book on family dyamics and ways to
Pitcairn And Predicament Of The Mid-Sized MFO
The sector of multifamily offices is a highly developed one in the US. It is a business area that
Helping Advisors Ride Wave Of Change Amid M&A, Breakaways
We talk to a firm that makes a point about its consulting work for wealth managers as well as a
The Wealth Spiral – How To Stop It
A newly-enriched person can face an upward "spiral" of wealth – and the responsibilities that
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a
An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger
One of the top figures at the merged MFO business said the merger of the two is a full integration
What Does PE Buyout Of Focus Financial Mean For RIAs?
This news service delves into the details around the recently-reported private equity bid for
How Investment Limited Partners Can Advance With Fintech
In this guest commentary, a firm argues how limited partners' investment lives are being changed by
Five Big M&A Questions for 2023
Here is the second in a series of analyses of the North American wealth management scene by US