News, Comment & Analysis results for Archive

Wealth Strategies
August 22, 2025

OPINION OF THE WEEK: Let's Consider The Quiet Power Of Singapore's Dollar

A new paper explaining the story of the Singaporean dollar and its current strength prompts the

Trust Estate
August 22, 2025

Why Every Homeowner In Sacramento (And All Of California) Needs A Trust

This article delves into use of trusts in California and their particular relevance in the current

Legal
August 21, 2025

Citigroup Investigated HR Complaints Against Wealth Division Chief – Media

The complaints reportedly came from current and former members of staff, the report, which did not

People Moves
August 21, 2025

Raymond James Adds Raft Of Teams In Northeast, Florida

The US-listed wealth management group has added a mass of wealth advisors in Connecticut,

Legal
August 21, 2025

Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family

The emotional and financial costs of handling estate-related litigation can be severe, and not

Wealth Strategies
August 21, 2025

How AI Can Turbocharge US Economic Growth, Investment Opportunities – R360's Garcia

FWR caught up again with Charlie Garcia, the founder and driving force behind membership

M and A
August 20, 2025

The Hot Trends Behind Cresset’s Big OCIO Deal

Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka

New Products
August 20, 2025

Clear Trail Advisors Launches

Wealth manager Clear Trail Advisors launches with $850 million.  

New Products
August 20, 2025

iCapital Expands Partnership With Asset Management Big-Hitter

The partnership expansion touches on the phenomenon of the "evergreen" fund continuing to become

People Moves
August 20, 2025

Who's Moving Where In Wealth Management? – Ameriprise Financial

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

Comment & Analysis results for Archive