July 29, 2021

This article explores the various risks involved from the family office perspective, including under-reported fraud, as their risk management framework can lag those of regulated peers, so the writer says. It also calls out questions which family offices should ask themselves as they seek to de-risk their models.      Read More

July 28, 2021

The eruption of the global pandemic has hit economies, society, education and health. But for registered investment advisors, the challenges posed by disruption prompted significant growth. Read More

July 26, 2021

The asset management industry will become more diverse, because many owners of asset management businesses will retire in the next decade, and because the money holder class are far more diverse than the money managers who want to work for the money holders, according to a prominent figure interviewed by FWR. Read More

July 25, 2021

Householders making more than $400,000 are going to see higher taxes, putting a premium on smart financial and estate planning. Wealth managers discuss what approaches to take and what sort of conversations are taking place. Read More