News, Comment & Analysis results for Archive

People Moves
November 1, 2024

Europe-Based Infrastructure House Boosts North American Presence

Asset manager Infranity strengthens positioning in North America with first office opening.

Fund Management
November 1, 2024

What's New In Investments, Funds? – 3EDGE Asset Management, SEI

The latest news in investment offerings, financial products and other services relative to wealth

People Moves
November 1, 2024

Maryland-Based Firm Joins RBC Wealth Management

The team, previously with Morgan Stanley, has joined the US wealth arm of Royal Bank of Canada.

People Moves
November 1, 2024

Franklin Templeton Sharpens Wealth Arm's Alternative Investments Focus

The US-listed firm says it is one of the largest managers globally of alternative investments

People Moves
November 1, 2024

New York-Based Digital Wealth Firm Adds Five Advisors

Describing itself as a digital family office, the firm said it has accelerated AuM growth in recent

Investment Strategies
October 31, 2024

Envestnet Launches Portfolio To Handle Concentration Risks

The new portfolio adds to a range of solutions that the firm, which provides much of the digital

Fund Management
October 31, 2024

Tokenized Fund AuM Could Reach $300 Billion By 2030 – Study

The report examines the large the market for tokenized funds. Fund tokenization refers to the use

People Moves
October 31, 2024

Who's Moving Where In Wealth Management? – Raymond James, Cresset

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

People Moves
October 31, 2024

Citigroup Appoints Ex-Goldman's Figure As Head Of Lending

The lending platform at the bank is an "essential part" of its strategy, the head of its wealth

M and A
October 30, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Hightower, Financial Planning and Information Services

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Comment & Analysis results for Archive

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

Company Profiles
February 8, 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family

Technology
January 26, 2024

T3: Data, Cybersecurity Overshadow AI

Our US correspondent considers the main themes that arose in the annual T3 tech conference, held in

Strategy
January 24, 2024

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

Wealth Strategies
January 23, 2024

Three Questions For Lazard’s Casey Whalen

Regular FWR contributor and editorial board member Joe Reilly sits down with a figure in the US

Company Profiles
January 22, 2024

Insurance Sales Process Ripe For Revolution

The way that insurance is sold needs to be changed. Fees and pricing are opaque, which leads to

Compliance
January 18, 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of

Family Office
January 16, 2024

There Is No Such Thing As A Family Office – Part 2

This article explores the the reasons for the problems families encounter by failing to view the

Family Office
January 15, 2024

There Is No Such Thing As A Family Office – Part 1

With this provocative title, this article explores the terminology of the family office space and

Compliance
December 13, 2023

Reviewing "Center for Art Law Report on Anti-Money Laundering and Art"

With implications for the global market, a new guide to the world of fine art and anti-money