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Summary Of North American Senior Moves In Wealth Management – May 2026
A roundup of moves, appointments and personnel shifts in the North American market.
OPINION OF THE WEEK: NYC's Second Home Property Database Raises Privacy Vs Transparency Debate
The publication of property data in New York in preparation for a new "pied à terre" tax might
Who’s Moving Where In Wealth Management? – Cresset
The latest moves, appointments and personnel changes in wealth management in North America.
Who's Moving Where In Wealth Management? – Raymond James, Stifel, Mesirow
The latest senior moves, appointments and personnel changes in North American wealth management.
EXCLUSIVE: How Does New York Data Center Ban Shift AI Odds?
As FWR shows in a range of interviews with wealth managers, they see artificial intelligence as a
UBS Recruits Four-Advisor Team From Bank Of America In Tampa
A group of advisors have joined UBS's Greater Florida/Gulf Coast Market with a team overseeing
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event –
Cresset Adds Two Wealth Advisors From Lazard Wealth
The duo, who join the multi-family office as managing directors in Los Angeles and New York