News, Comment & Analysis results for Archive
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal
Blackstone Builds Partners In HNW Investor Charm Offensive – Report
These large investment houses, often specialising in private market investments such as private
What's New In Investments, Funds? – Vestmark, WestEnd Advisors
The latest news in investment offerings, financial products and other services relevant to wealth
Challenges Of Wealth For Jewish Families – A View From Charles Lowenhaupt
Family Wealth Report publishes this heartfelt opinion from one of the most respected and
Deals Of The Day: The Latest In Wealth Management M&A – Integrated, Morrison Nordman, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Comment & Analysis results for Archive
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