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

Wealth Strategies
August 23, 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to New Mountain Capital about the benefits of holding floating-rate credit

Alt Investments
August 17, 2023

EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane

Brian Gildea, managing director and head of evergreen portfolios at private equity firm

Alt Investments
August 4, 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that

Investment Strategies
August 3, 2023

Welcome To The Multi-Stage Life

What are the investment and wealth management implications of a longer lifespan and what has been

Industry Surveys
July 14, 2023

Unlocking US Wealth Sector Revenue Potential Amid Tight Margins

This story, accompanied by a video interview of WISE, explores the all-important world of fees and

Real Estate
July 12, 2023

Getting Deep Into Real Estate Credit At Palisades Group

One of the presumed takeaways from the 2008 financial crash was the need for lenders, if they are

Company Profiles
June 30, 2023

US Wealth Sector In Transition – Filling Gaps In Advisory Space

The firm interviewed here by FWR argues that the independent advisor market, especially sub $500

Family Business Insights
June 29, 2023

How Storytelling Delivers Actionable Ideas To Family Business Owners

Family-owned firms are the backbone of the North American economy, and important sources of HNW

Philanthropy
June 14, 2023

CAF American Donor Fund Explains Transatlantic Philanthropy Model

A donor-advised fund that gives a dual-qualified solution for UK and US clients has spoken to this

Wealth Strategies
June 8, 2023

US-Based Deciens Capital Gets Radical About Banking, Finance

The unintended results of government bank regulation may explain a lack of dynamism and indifferent