News, Comment & Analysis results for Archive
Citi Recruits Former Morgan Stanley Figure As Research Head
Taking over from an interim research head, the new leader of this business is taking up the post at
Gen Z Is Biggest-Spending Generation Of Wealthy Art Collectors, Survey Finds
The Art Basel and UBS Survey of Global Collecting 2026 found that Gen Z collectors spent more than
For “Quant” Investors, AI Is A Major Advance, With Caveats – Lazard AM
We talk to one of the portfolio managers at New York-headquartered Lazard Asset Management about
Who's Moving Where In Wealth Management? – Lazard, Guggenheim, Ocorian, Daymark, Others
The latest senior wealth management moves, appointments and personnel changes in the North American
Argentina Joins Golden Visa Trend
Argentina continues to signal its pro-free market credentials under its existing government by
US’s Wealthspire Launches Sports, Entertainment Wealth Practice
The new practice oversees about $2.88 billion in assets and serves more than 200 UHNW clients,
What’s New In Investments, Funds? – Betterment
The latest news in investment offerings, financial products and other services relevant to wealth
Bahnsen Group Adds Hightower Naples In First Deal
The transaction will bring Hightower Naples’ nine-person team into The Bahnsen Group, expanding
Who's Moving Where In Wealth Management? – Verdence Capital Advisors, Innovayte, Others
The latest senior wealth management moves, appointments and personnel changes in the North American
What's New In Investments, Funds? – CAZ Investments
The latest news in investment offerings, financial products and other services relevant to wealth
Comment & Analysis results for Archive
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event –
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a