News, Comment & Analysis results for Archive

Strategy
January 20, 2025

Five Trends In Luxury Lifestyle And Travel Management For Family Offices

This article looks at a business specializing in luxury travel and lifestyle – Maison Benjamin

Family Business Insights
January 20, 2025

Guiding Young Inheritors: In Conversation With Chip Fisher

We talk to someone with personal knowledge of the dynamics of a family business and what inheritors

Investment Strategies
January 20, 2025

UK Wealth Manager Outlines Five Top Trump Cards As Trump Re-Enters White House

Daniel Casali, chief investment strategist at UK wealth manager Evelyn Partners, shares his

People Moves
January 20, 2025

Who's Moving Where In Wealth Management? – BakerHostetler, InspereX, CG Financial Services

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

Strategy
January 17, 2025

New Merrill UHNW Unit Reflects Strong Growth

The expansion in the number of UHNW individuals using the firm's services means that the full

Financial Results
January 17, 2025

Quarterly Net Income Rises At Bank Of America's Wealth, Investment Division

As it has done in its recent quarterly results, Bank of America spelled out the level of digital

Awards
January 17, 2025

EXCLUSIVE: Winners Of 2nd Annual Miami Family Wealth Report Awards Incorporating Latin America, Caribbean

Here are the results of the first of this organization's program of awards events in the 2025

New Office
January 17, 2025

Partners Capital Builds US Presence With Dallas Office

As this publication has noted for some time, the market in and around Dallas, Texas is an important

People Moves
January 17, 2025

Baird Builds Massachusetts Wealth Footprint, Adds To Arizona Market

The US-wide organization is continuing to build out its presence in the country's private wealth

M and A
January 17, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Elevation Point, Stonebrook Private

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

Comment & Analysis results for Archive

M and A
April 24, 2023

RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off

The business of wealth management M&A in North America has changed from the frenetic pace of recent

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