News, Comment & Analysis results for Archive

Awards
June 11, 2026

Celebrating Leadership, Purpose And Innovation Across Global Wealth Management

Congratulations to all our worthy winners in this important awards series.

M and A
June 10, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Clearlake, Pathway, Steward Partners

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Family Office
June 10, 2026

Hightower Builds Out Family Office

The Chicago-headquartered group has worked with a number of organizations, such as a consultancy

People Moves
June 10, 2026

SEI Makes Raft Of Top-Level International, US Appointments

The group, which serves sectors including family offices, private banks and wealth advisors, has

Strategy
June 10, 2026

ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?

While the influx of private equity money into the North American wealth management sector is a well

Comment & Analysis results for Archive

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families

Family Business Insights
April 7, 2022

Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne

FWR recently sat down with a book author and thought leader to explore women's perspectives on

Technology
April 6, 2022

Wanted: “All Rights Reserved” For NFTs

Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world.

Technology
March 29, 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps