Latest Comment & Analysis
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 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
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 of the risks of this burgeoning technology that HNW individuals need to understand. ...
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 – such as a launch of a rocketry, satellite and engineering company – takes place. ...
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture have put HNW individuals on edge about their security, both on the physical and digital side. We talk to experts...
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100 years, and structures that are closely associated with these, called Delaware Statutory Trusts. Handled in the rig...
Latest News
Binance Says $7.6 Billion Affected In Crypto Attack
The saga, details of which are still coming to light, is a blow to the cryptocurrency sector that has in some ways become a mainstream area in financial services. ...
Digital Digest: The Latest Tech News – Practify, Dynasty Financial Partners
The latest technology news in the wealth management sector from around the world. ...
What's New In Investments, Funds? – Savvy Wealth, Private Markets Program
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
ECB, US Fed Hold Rates; Lagarde To Step Down – Wealth Managers React
Although the European Central Bank and the US Federal Reserve have kept interest rates on hold this week, the big story was Christine Lagarde's decision to step down as ECB President on February 7, 2027. ...
Dynasty Financial Partners Steps Up Marketing, Brand Drive
The St Petersburg, Florida-headquartered firm has brought in a marketing and brand expert with a background at groups such as Coca-Cola, ESPN, Corpay and Turner Broadcasting. ...
Preqin Forecasts Private Markets AuM To Exceed $34 Trillion By 2031
The BlackRock-owned data provider expects private equity to reach $11.6 trillion and private credit to pass $5 trillion, with evergreen vehicles the fastest-growing part of the credit market. ...