News, Comment & Analysis results for Archive

Strategy
June 16, 2025

“It’s Mind Boggling How Much Cyber Criminal Activity Is Happening”: Cybersecurity Forum

The scale of threats and attacks on financial services and related sectors is high, and a major

Strategy
June 16, 2025

Safeguarding Generational Wealth: How Family Offices Can Confront Growing Cybersecurity Risks

In this article, we talk to the headline sponsor of FWR's recent forum on cybersecurity issues

People Moves
June 16, 2025

RBC WM Bolsters US Presence

The recently-appointed financial advisor bring a wealth of experience and skillsets to the firm,

People Moves
June 16, 2025

Wealth Advisor Team Joins Morgan Stanley

The team, now at Morgan Stanley, has offices in New York and New Jersey.

People Moves
June 16, 2025

Summary Of North American Senior Wealth Management Moves – April 2025

A summary of the moves in the North American wealth sector, covering a number of types of firm,

Family Office
June 16, 2025

Are Family Offices The Next Liquidity Crisis?

The author argues that while family offices have historically operated without too much regulatory

People Moves
June 13, 2025

UBS Adds To Wealth Advisory Capabilities In New York

The newly-recruited senior advisor, who was previously at Morgan Stanley, is experienced in

Asset Management
June 13, 2025

What's New In Investments, Funds? – CAIS

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

Alt Investments
June 13, 2025

iCapital CEO On New Partnerships, Blockchain And Wider Alternative Asset Access

This news service recently caught up with the CEO and chairman of iCapital, a business that has

Art
June 13, 2025

Art Lending Market’s Potential Is Large; Requires Expert Guidance 

The fine art market has its challenges, and owners who want liquidity and the ability to change

Comment & Analysis results for Archive

Technology
September 28, 2023

Protecting Clients, Firms In Age Of AI And Proliferating Tech

As we continue to examine the theme of "protecting the client," FWR talks to a large US wealth

Company Profiles
September 22, 2023

Putting Physical, Digital Security Under One Roof As Threats Swirl

The world is an uncertain place and whether physical security is an issue, or the cyber kind, HNW

Strategy
September 18, 2023

The Wealth Spiral – How To Stop It

A newly-enriched person can face an upward "spiral" of wealth – and the responsibilities that

Real Estate
September 15, 2023

Big Trend On Campus – The Rise And Resilience Of Student Housing 

The writer here gives an upbeat view on the case for investing in student housing.

UHNW Institute
September 5, 2023

In Conversation With Authors Of "Wealth 3.0: The Future Of Family Wealth Advising"

There is a new way of thinking about wealth, its responsibilities and challenges that advisors must

Company Profiles
September 1, 2023

"Social Fitness" Of Wealthy Families – Why It Matters

A measure of how well people assess, build and make the most of relationships with others, such as

Legal
August 30, 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire

Financial Results
August 29, 2023

Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?

Goldman Sachs said yesterday that it is selling its Goldman Sachs Financial Planning business to

Wealth Strategies
August 23, 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to New Mountain Capital about the benefits of holding floating-rate credit

Alt Investments
August 17, 2023

EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane

Brian Gildea, managing director and head of evergreen portfolios at private equity firm