News, Comment & Analysis results for Archive

People Moves
May 16, 2024

RBC Wealth Management Expands Southern California Presence

The US part of the RBC wealth management organization has added a former Merrill Lynch team to its

M and A
May 16, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Summit Financial Holdings

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

Wealth Strategies
May 16, 2024

Wealth Managers React To Slower US Inflation Data

After US inflation slowed down in April, wealth managers discuss the impact and the timing of a

Company Profiles
May 16, 2024

EXCLUSIVE: Get Robust Insurance Tools Ready, Says Goheen

With tax never far from mind for investors, and particularly when there is a national election in

Alt Investments
May 16, 2024

What's New In Investments, Funds? – CAIS, Blackstone, iCapital

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

Family Office
May 15, 2024

Evolving Risk Landscape For Family Offices – Dentons Study

Covering a whole range of risks, from more familiar areas such as investment through to healthcare

People Moves
May 15, 2024

Former BlackRock Figure To Be Next Vanguard CEO

The new CEO is taking up the role at a firm that has been a pioneer in the world of index funds.

Technology
May 15, 2024

Why AI Will Not Eliminate The Traditional Advisor

The author argues that efficiencies of generative AI will produce demand for growth of human-led

M and A
May 15, 2024

OPINION OF THE WEEK: Goldman Sachs’ Questionable Excuse For RIA Debacle

Our US correspondent looks at the recent argument given by the Wall Street firm as to why its push

Awards
May 15, 2024

Nominations Open For Second Annual Miami FWR Awards

Those interested in entering these awards can now submit their nominations.

Comment & Analysis results for Archive

Practice Strategies
October 4, 2023

How Wealth Managers Can Support EDI Objectives Through Asset Manager Selection  

The authors of this article consider the challenges caused by the "racial wealth gap" and how

Strategy
October 3, 2023

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

Technology
September 28, 2023

Protecting Clients, Firms In Age Of AI And Proliferating Tech

As we continue to examine the theme of "protecting the client," FWR talks to a large US wealth

Company Profiles
September 22, 2023

Putting Physical, Digital Security Under One Roof As Threats Swirl

The world is an uncertain place and whether physical security is an issue, or the cyber kind, HNW

Strategy
September 18, 2023

The Wealth Spiral – How To Stop It

A newly-enriched person can face an upward "spiral" of wealth – and the responsibilities that

Real Estate
September 15, 2023

Big Trend On Campus – The Rise And Resilience Of Student Housing 

The writer here gives an upbeat view on the case for investing in student housing.

UHNW Institute
September 5, 2023

In Conversation With Authors Of "Wealth 3.0: The Future Of Family Wealth Advising"

There is a new way of thinking about wealth, its responsibilities and challenges that advisors must

Company Profiles
September 1, 2023

"Social Fitness" Of Wealthy Families – Why It Matters

A measure of how well people assess, build and make the most of relationships with others, such as

Legal
August 30, 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire

Financial Results
August 29, 2023

Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?

Goldman Sachs said yesterday that it is selling its Goldman Sachs Financial Planning business to