News, Comment & Analysis results for Archive

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.

Financial Results
January 16, 2025

Wealth Results Sharply Improve At Citigroup

The headline figure for Citigroup's wealth business showed that the US lender ended 2024 on a

Financial Results
January 16, 2025

Wells Fargo's Wealth, Asset Arm Logs Rise In Q4, 2024 Net Income

Along with its peers so far at the start of the Q4 reporting season, Wells Fargo listed out a set

Financial Results
January 16, 2025

JP Morgan's Q4 Net Income Rises Sharply; Wealth, Asset Management Results Shine

Besides setting out the results, the CEO of the US lender talked about the need to get the balance

Financial Results
January 16, 2025

Wealth, Asset Management Revenues Rose At Goldman Sachs In 2024

The US firm reported a broadly stronger set of financial results across its business, including

Compliance
January 16, 2025

Financial Regulators Turn Up Heat On Miscreants

The reports looked at a range of different types of financial misconduct, failure and outright

New Products
January 16, 2025

What's New In Investments, Funds? – Private Advisor Group, WealthSuite, Others

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

Comment & Analysis results for Archive

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

Philanthropy
December 20, 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean

Strategy
December 19, 2022

Five Big M&A Questions for 2023

Here is the second in a series of analyses of the North American wealth management scene by US

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent