News, Comment & Analysis results for Archive

M and A
February 5, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors

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

M and A
February 5, 2025

Mercer Advisors Targets Tennessee

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the

People Moves
February 5, 2025

Who's Moving Where In Wealth Management? – Ameriprise, Milemarker, EisnerAmper, Others

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

M and A
February 5, 2025

What's New In Investments, Funds? – Ares Management

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

Financial Results
February 4, 2025

Global Wealth Revenues Rise At UBS In Q4 2024

The Zurich-listed group reported rises in global wealth management revenue for the final three

Investment Strategies
February 4, 2025

Private Aviation Investment Taps Rising Wealth Trend

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to

Strategy
February 4, 2025

Handling Business Succession Right: In Conversation With CG Financial Services

We talk to a newly-appointed COO and president at a US RIA about his views on how firms should

Investment Strategies
February 3, 2025

Wealth Managers React To Trump’s Tariffs On Canadian, Mexican, Chinese Imports

After President Donald Trump’s administration put additional tariffs on Canadian, Mexican and

M and A
February 3, 2025

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

Strategy
February 3, 2025

Price Pressures, Desire For Independence Fuels Need For Guidance

The North American wealth sector has its share of challenges, and also opportunities for ambitious

Comment & Analysis results for Archive

Offshore
April 19, 2024

HNW Americans Smile On "Golden Visas" – And What's Next

A marker for globalization and the degree of unfettered movement that people enjoy, the market for

Trust Estate
March 27, 2024

Estate Plans, Fine Art And Tax – A Heady Brew

It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and

Company Profiles
March 11, 2024

Time For Canada's Wealth Sector To Emulate US Counterpart – Wellington-Altus Founder

The founder and chief executive at the Canadian wealth management firm talks about its business

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