News, Comment & Analysis results for Archive

M and A
July 2, 2025

Mercer Buys Massachusetts-Based Wealth Manager

Mercer has been one of the more vigorous acquirers of wealth management firms in North America

People Moves
July 2, 2025

Who's Moving Where In Wealth Management? – Osaic, True North Advisory Group, DeVoe

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

Investment Strategies
July 2, 2025

BlackRock Likes European Fixed Income As Investors Diversify From US Assets

US investment manager BlackRock has released its fixed income outlook for the third quarter of

Strategy
July 1, 2025

Investment Solutions House Gets A Makeover

The largest client of the firm – now operating as Concentric Innovation – is Pathstone, the

Technology
July 1, 2025

Digital Digest: The Latest Tech News – Advisor CRM Launches AI Meeting Assistant

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

People Moves
July 1, 2025

Who's Moving Where In Wealth Management? – RBC Wealth Management US, Triad

The latest senior moves in the North American wealth management sector.

People Moves
July 1, 2025

Summary Of North American Moves In Wealth Management – May 2025

In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,

Philanthropy
July 1, 2025

Massive Wealth Transfer, Sunsets And New Models – Philanthropy In Flux

We talk to Bernstein Private Wealth Management about big trends affecting philanthropy and the kind

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives"

People Moves
June 30, 2025

Rockefeller Global Family Office Adds Fort Lauderdale-Based Team

The US wealth management organization has been adding teams around the country.

Comment & Analysis results for Archive

Philanthropy
May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative

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