News, Comment & Analysis results for trust
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
Who's Moving Where In Wealth Management? – Steward Partners
The latest moves, appointments and personnel changes in North American wealth management.
From The Editor's Chair: Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth – 2025 In Review
The editor casts his eye back at the past 12 months to highlight significant themes and
Who's Moving Where In Wealth Management? – CBIZ, Fiduciary Trust Company, Others
The latest moves, appointments, personnel changes in North American wealth management.
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal
Who's Moving Where In Wealth Management? – Fiduciary Trust International, Vanguard, Matthews, Others
The latest moves, appointments and personnel changes in North American wealth management.
Citigroup, LSEG Forge Multi-Year Partnership
The financial data and infrastructure group will support workflows across Citigroup, including
Blending Traditional Assets With Institutional-Grade Digital Markets
The author argues that what was once a niche has quite clearly become mainstream. And wealth
Who's Moving Where In Wealth Management? – Fiduciary Trust International
The latest personnel changes, appointments and moves in North American wealth management.
Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.