News, Comment & Analysis results for Archive

Technology
May 8, 2024

Digital Digest: The Latest Tech News – Franklin Templeton, Microsoft

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

WM Market Reports
May 8, 2024

Talent Battle Vexes Family Offices, Many Lack Next Gen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their

People Moves
May 8, 2024

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

The latest senior wealth management industry appointments, moves and changes across North America.

Financial Results
May 7, 2024

UBS Profits Rise For Q1; Shares Rally

The Swiss bank reported financial results a year after the momentous acquisition of Credit Suisse

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

M and A
May 7, 2024

Deals Of The Day: The Latest In Wealth Management – MAI, Harbor

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

Asset Management
May 7, 2024

What's New In Investments, Funds? – iCapital, PNC, TCW

The latest news in investment offerings, financial products and other services relative to wealth

People Moves
May 6, 2024

Rockefeller Adds To North Carolina Wealth Footprint

The addition of the team in North Carolina continues a run of joiners to the New York-headquartered

Philanthropy
May 6, 2024

The Life Arc Of A Philanthropist: Seven Stages Of A Life Of Giving

The art of giving to create a positive impact on society is a "dynamic journey," the author of this

ESG
May 6, 2024

Spotlight On Sustainable Investing – Lombard Odier

Swiss wealth and asset manager, Lombard Odier, discusses how investors should be positioning their

Comment & Analysis results for Archive

Alt Investments
February 22, 2023

US Real Estate Wealth Manager Unveils Enhancements, Sees Big Potential

FWR talks to the business, overseeing about $1.5 billion of property assets, about how the sector

Tax
February 15, 2023

California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor

FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of

Strategy
February 8, 2023

What Does PE Buyout Of Focus Financial Mean For RIAs?

This news service delves into the details around the recently-reported private equity bid for

Strategy
January 27, 2023

How Investment Limited Partners Can Advance With Fintech

In this guest commentary, a firm argues how limited partners' investment lives are being changed by

M and A
January 25, 2023

Schwab, Family Wealth Alliance Say Marriage Was Logical Step

After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth

Practice Strategies
January 13, 2023

Starting Conversations Over Wealth Transfer And Other Challenges

This publication recently interviewed the Merrill Center for Family Wealth about the challenges and

Trust Estate
January 6, 2023

Special Needs Trusts: Protecting The Whole Family With Wealth Planning

The authors of this article argue that trustees of special needs trusts should have a deep

Wealth Strategies
December 23, 2022

Faith-Based Investing In 21st Century - What's The Potential?

The firm, based in Wyoming, says there's big potential for "faith-based" investing to grow in the

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

Real Estate
December 21, 2022

Florida's Strong Real Estate Story Needs Expert Guidance

FWR talks to a real estate investment and development specialist that has recently rolled out a