Latest Comment & Analysis
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...
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 making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
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 of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
Latest News
Deals Of The Day: The Latest In Wealth Management M&A – Williams Tax & Financial Services, LPL Financial
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management – Raymond James's ICD Business, Rosenberg & Parker
The latest senior moves, appointments and personnel changes in North American wealth management. ...
UBS Recruits Four-Advisor Team From Bank Of America In Tampa
A group of advisors have joined UBS's Greater Florida/Gulf Coast Market with a team overseeing about $1.3 billion in client assets. ...
Morgan Stanley's Net New Money Highlights IPO Wealth Impact
As we reported last week, a large lump of the net new money in Morgan Stanley's wealth arm came from IPOs that minted a new cohort of millionaires. ...
Goldman Sachs Scales Up Alternative Investment Offerings
The US firm has formed a group that builds on existing capabilities in areas such as private markets. ...
Large Private Equity Houses Woo Wealth Enhancement In Bidding Contest – Report
The story, assuming that it is confirmed, is yet another sign of the heavy involvement of private equity money in the North American wealth management consolidation story. ...