News, Comment & Analysis results for Archive

People Moves
October 29, 2024

Who's Moving Where In Wealth Management? – RBC Wealth Management, Raymond James

The latest senior appointments, moves and personnel changes in the North Ámerican wealth

New Products
October 29, 2024

Business Owner Platform Partners With Citadel

RISR works with business owners and helps them to take charge of their financial futures – an

Family Office
October 28, 2024

Canada's JR Wealth Management Forms Family Office Service

The new offering will be led by the firm's chief executive and founder.

Financial Results
October 28, 2024

Net Income Jumps At Northern Trust

A financial services group that recently explained its family offices business ethos to this news

WM Market Reports
October 28, 2024

Hong Kong Will Take Switzerland's IFC Crown By 2025/6; US Stays In Fourth Place – Study

Pinpointing a number of banks' prospects, the report examined how Hong Kong's future appears as a

Legal
October 28, 2024

Client Portability Through The Looking Glass

There is much confusion about what restrictions apply to asset, or client portability, and what the

M and A
October 25, 2024

RIA Merger And Acquisitions Momentum Endures; Deal Sizes Rise – DeVoe

At a time when certain wealth management deals are counted in tens of billions of dollars in AuM,

Art
October 25, 2024

Arts Spending Holds Steady; Mainland China HNW Buying Recovers – Study

The annual report examines the drivers and trends shaping the world's art and antiques market and

M and A
October 25, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Lovell Minnick, Americana

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

Surveys
October 25, 2024

Financial Advisors Optimistic Globally, Despite Impending Great Wealth Transfer – Natixis IM Survey

Natixis Investment Managers 2024 Financial Professionals' survey covers 2,700 global financial

Comment & Analysis results for Archive

Philanthropy
June 5, 2020

HNW Philanthropy Distributions Surge Amid Pandemic

Holders of different charitable structures have ramped up distributions to various causes as a

Technology
June 4, 2020

WEALTH TALK: Focus On Maintaining Trust In A Lockdown

We resume our regular Wealth Talk video series by looking at some of the central issues created by

Investment Strategies
June 1, 2020

Pandemic Payoff - The Time For Behavioral Finance Is Now

Regular FWR correspondent Charles Paikert takes a look at the world of behavioral finance, a topic

White Papers
May 29, 2020

RIAs' Digital Revolution Has Barely Begun - White Paper

There has been a lot of commentary recently about how wealth managers are having to embrace digital

Alt Investments
May 28, 2020

How To Pick A Long/Short Equity Hedge Fund Manager?

If you are a funds buyer, asset allocator or investment officer thinking about the sort of hedge

Alt Investments
May 18, 2020

Single Family Offices' Real Estate Investments: The Shadow Of COVID-19

From exclusive data provided by Highworth Research, this news service examines real estate

Wealth Strategies
May 15, 2020

Reallocating Assets After Global Pandemic - What Wealth Managers Say

FWR talks to a range of North American wealth management firms about how they think clients should

Alt Investments
May 12, 2020

Hunting Private Equity Opportunities In Stressed Times

This news service looks at private equity and related private markets investors, such as those

Technology
May 6, 2020

What’s Up With Firms Still Shunning Instant Messaging?

Instant messaging is now a part of our business lives, including the wealth management market. What

Fund Management
May 4, 2020

EDITORIAL ANALYSIS: Will Funds Woo HNW Clients In Tough Times?

The drop in markets this year and prospects for sluggish growth even after lockdowns end will