News, Comment & Analysis results for Archive
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
Focus Rebrand Strengthens Drive To National Prominence
Our US correspondent examines a rebranding exercise that Focus has carried out after its move a
Advisors Prioritize Diversification; Favor Private Markets – Blackstone
The survey of advisors finds that what they and their clients are most focused on is spreading
What's New In Investments, Funds? – Schwab Asset Management
The latest news in investment offerings, financial products and other services relative to wealth
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
Merrill Wealth Management Forms UHNW Advisory Unit
The creation of this group shows how the UHNW client segment remains a key field for wealth
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.
Digital Digest: The Latest Tech News – InvestCloud, First American Bank
The latest technology news in the wealth management sector in North America.
FusionIQ Broadcasts 2024 Growth, C-Suite Hires
The US organization, which works with wealth management institutions, among others, appointed a CEO
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
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.
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports.
Focusing On Fundamentals: Three Tax Strategies For 2023
The following commentary about tax planning comes from Bessemer Trust, the multi-family office.
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
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.
Space Tech's Investment Case Is Increasingly "Normal"
In a wide-ranging conversation, we talk to a lawyer with strong investment connections about
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
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
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
How Investment Limited Partners Can Advance With Fintech
In this guest commentary, a firm argues how limited partners' investment lives are being changed by