News, Comment & Analysis results for Archive
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
Who's Moving Where In Wealth Management? – Financial Planning Association
The latest moves, appointments and personnel changes in North American wealth management.
UHNW Institute Names New Thought Leadership, Strategy Head
One of the most important thought leaders in the industry is stepping down from his post - while
Hightower's New HTSW Division Adds Five Advisory Practices
Hightower's CEO has told FWR that it wants to double in size. Its new division features a
UK Investment House Says Private Markets Sustain Momentum
After 2025 was another high-profile year for private markets, the UK’s Aberdeen Investments has
Using Philanthropy To Prepare The Next Generation: Part Two
This article notes that the families benefiting the most from philanthropic planning treat it as
Wealth Managers Optimistic About Emerging Markets, AI, Gold, Defense In 2026
After emerging market equities outperformed many developed markets in 2025, led by a broad rally in
UBS Sells $3 Billion Of AT1 Debt – Report
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being
Comment & Analysis results for Archive
Private Aviation Investment Taps Rising Wealth Trend
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Price Pressures, Desire For Independence Fuels Need For Guidance
The North American wealth sector has its share of challenges, and also opportunities for ambitious
High Performing Family Offices: Thinking About “Me” As Much as “We”
This article examines the process of sustaining and growing financial prosperity alongside durable
Wealth Manager’s Conundrum: The Paradox Of Enough
This article addresses attitudes to money, and how to avoid the trap of regretting later in life
Redefining Wealth Management: Highlights From The UHNW Institute Symposium
The Symposium, discussing the full implications of what is called Integrated Family Wealth
A Comprehensive Guide To Concentrated Stock Positions
Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes
Family Office Fintech Summit – The Report
As part of the value given to those involved in the summit and who want to find out more, we carry
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction.
Understanding Wealth Sector Bottom Line: The DuPont Model
Providing integrated wealth management presents a range of challenges, such as how to assess