News, Comment & Analysis results for Archive

ESG
May 23, 2025

What Desertification Means For Investors

With climate change creating a mounting urgency for innovative ways to produce food in increasingly

M and A
May 23, 2025

Hightower Makes Another M&A Move

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

Awards
May 22, 2025

Miami Family Wealth Report Awards 2026 Incorporating Latin America And The Caribbean – Entries Open

This publication is pleased announce that nomination entries are open for this important element of

People Moves
May 22, 2025

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

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

Surveys
May 22, 2025

Trade War Biggest Risk For Global Family Offices In 2025 – UBS Report

Swiss bank UBS has published its annual Global Family Office Report 2025, with insights from 317

M and A
May 22, 2025

Deals Of The Day: The Latest In Wealth Management M&A – PNC Bank, Aqueduct, Steward Partners

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

WM Market Reports
May 21, 2025

Most Wealth Clients Content, But Many Want To Switch – EY Study

The annual EY analysis of the world’s wealth sector asked clients what was on their minds. While

Technology
May 21, 2025

Digital Digest: The Latest Tech News – Addepar

The latest technology news in the wealth management sector from around the world.

People Moves
May 21, 2025

Withers Builds Art Advisory Expertise With Senior Hire

The international law firm said it is adding to its art advisory and related legal capabilities.

M and A
May 21, 2025

IQ-EQ Makes "Strategic Acquisition"

The acquired business, previously owned by a private equity house, concentrates on serving clients

Comment & Analysis results for Archive

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

Family Office
January 16, 2024

There Is No Such Thing As A Family Office – Part 2

This article explores the the reasons for the problems families encounter by failing to view the

Family Office
January 15, 2024

There Is No Such Thing As A Family Office – Part 1

With this provocative title, this article explores the terminology of the family office space and

Compliance
December 13, 2023

Reviewing "Center for Art Law Report on Anti-Money Laundering and Art"

With implications for the global market, a new guide to the world of fine art and anti-money