News, Comment & Analysis results for Archive

Investment Strategies
January 15, 2025

Stonehage Fleming Positive On US Equities In 2025, Cautious On Europe, China

Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, advisor to families and

Strategy
January 15, 2025

Focus Rebrand Strengthens Drive To National Prominence

Our US correspondent examines a rebranding exercise that Focus has carried out after its move a

Surveys
January 15, 2025

Advisors Prioritize Diversification; Favor Private Markets – Blackstone

The survey of advisors finds that what they and their clients are most focused on is spreading

Fund Management
January 15, 2025

What's New In Investments, Funds? – Schwab Asset Management

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

People Moves
January 14, 2025

Kestra Financial Names Next President

The firm's new president, due to take up the role in the spring, takes the helm from a man in the

People Moves
January 14, 2025

Merrill Wealth Management Forms UHNW Advisory Unit

The creation of this group shows how the UHNW client segment remains a key field for wealth

M and A
January 14, 2025

Deals Of The Day: The Latest In Wealth Management M&A – CAPTRUST, WCG, Others

The latest mergers and acquisitions in the North American wealth management industry.

Technology
January 14, 2025

Digital Digest: The Latest Tech News – InvestCloud, First American Bank

The latest technology news in the wealth management sector in North America.

People Moves
January 13, 2025

FusionIQ Broadcasts 2024 Growth, C-Suite Hires

The US organization, which works with wealth management institutions, among others, appointed a CEO

People Moves
January 13, 2025

Bank Of America's Wealth Arm Adds To Investment Solutions Team

The US banking group has brought back a senior figure from Citigroup and recruited a former UBS

Comment & Analysis results for Archive

Investment Strategies
April 24, 2023

Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

WM Market Reports
March 22, 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports.

Tax
March 22, 2023

Focusing On Fundamentals: Three Tax Strategies For 2023

The following commentary about tax planning comes from Bessemer Trust, the multi-family office.

Strategy
March 6, 2023

An Integrated Model: How "AITi" Moves Forward From Tiedemann-Alvarium Merger

One of the top figures at the merged MFO business said the merger of the two is a full integration

Wealth Strategies
March 3, 2023

Hidden Cash In Portfolio Hampers Returns: Where Do You Find It? – Part 1

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

Technology
February 23, 2023

Space Tech's Investment Case Is Increasingly "Normal"

In a wide-ranging conversation, we talk to a lawyer with strong investment connections about

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