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
Digital Digest: The Latest Tech News – RFG Advisory, Feathery, Wealth.com
The latest technology news in the wealth management sector from around the world. ...
UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Gains; Group Profits Beat Forecasts
The Switzerland-headquartered group, which has a major wealth business in the US, reported stronger revenues in its wealth arm, while overall profits, attributable to shareholders, rose faster than analysts’ f...
Who's Moving Where In Wealth Management? – Raymond James, Stifel, Mesirow
The latest senior moves, appointments and personnel changes in North American wealth management. ...
What’s New In Investments, Funds? – Arch, Lincoln Property Company, HF Capital, SGF Capital
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
PNC Names New Chief Information Security Officer
The ninth-largest US bank by assets has appointed the executive who had moved into the role from FirstBank, the Denver-based bank PNC acquired earlier this year. ...
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. ...